CX Institutional’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Hold	1,157	–	–	﹤0.01%	956
2025 Q1	$13K	Buy	+1,157	New	+$13K	﹤0.01%	992
2023 Q3	–	Sell	-10,000	Closed	-$83.4K	–	544
2023 Q2	$83.4K	Hold	10,000	–	–	﹤0.01%	507
2023 Q1	$60.3K	Buy	+10,000	New	+$60.3K	﹤0.01%	475