Fiduciary Alliance’s SoFi Technologies SOFI Stock Holding History

Fiduciary Alliance’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.26M	Buy
2025 Q2	$3.49M	Buy
2025 Q1	$1.13M	Buy
2023 Q1	–	Sell
2022 Q4	$217	Buy