Freedom Wealth Alliance’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$177K Buy
22,167
+6,900
+45% +$55.1K 0.29% 39
2023
Q2
$140K Buy
+15,267
New +$140K 0.2% 62
2023
Q1
Sell
-4,767
Closed -$22K 391
2022
Q4
$22K Buy
+4,767
New +$22K 0.03% 188