Estate Counselors’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	–	Sell	-286,025	Closed	-$3.33M	–	115
2025 Q1	$3.33M	Buy	+286,025	New	+$3.33M	0.34%	45
2024 Q3	–	Sell	-180,580	Closed	-$1.19M	–	124
2024 Q2	$1.19M	Hold	180,580	–	–	0.13%	82
2024 Q1	$1.32M	Buy	+180,580	New	+$1.32M	0.15%	78