Forum Financial Management’s SoFi Technologies SOFI Stock Holding History

Forum Financial Management’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	$1.15M	Sell
2025 Q2	$797K	Buy
2025 Q1	$481K	Sell
2024 Q4	$638K	Buy
2024 Q3	$283K	Buy
2024 Q2	$236K	Buy
2024 Q1	$179K	Buy
2023 Q4	$244K	Buy