Fiduciary Alliance’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	$3.49M	Buy	191,913 +94,969	+98%	+$1.73M	0.26%	92
2025 Q1	$1.13M	Buy	+96,944	New	+$1.13M	0.11%	153
2023 Q1	–	Sell	-47	Closed	-$217	–	759
2022 Q4	$217	Buy	+47	New	+$217	﹤0.01%	901