First American Trust’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-213,808	Closed	-$2.02M	–	173
2022 Q1	$2.02M	Buy	213,808 +13,887	+7%	+$131K	0.28%	75
2021 Q4	$3.16M	Buy	+199,921	New	+$3.16M	0.43%	67