Edge Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,420	Closed	-$38K	–	398
2021 Q4	$38K	Sell	2,420 -2,000	-45%	-$31.4K	0.01%	194
2021 Q3	$70K	Sell	4,420 -1,050	-19%	-$16.6K	0.01%	159
2021 Q2	$106K	Hold	5,470	–	–	0.02%	131
2021 Q1	$94K	Buy	+5,470	New	+$94K	0.02%	144