Cutter & Co Brokerage’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,200	Closed	-$219K	–	234
2024 Q4	$219K	Buy	14,200 +200	+1%	+$3.08K	0.05%	170
2024 Q3	$110K	Hold	14,000	–	–	0.02%	202
2024 Q2	$92.5K	Buy	+14,000	New	+$92.5K	0.02%	194