First National Trust’s SoFi Technologies SOFI Stock Holding History

First National Trust’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 Q2	$514K	Buy
2023 Q3	–	Sell
2023 Q2	$259K	Hold
2023 Q1	$188K	Hold
2022 Q4	$143K	Hold
2022 Q3	$151K	Hold
2022 Q2	$164K	Buy
2022 Q1	$288K	Buy
2021 Q4	$474K	Buy