FullCircle Wealth’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	$292K	Buy	13,400 +100	+0.8%	+$2.18K	0.11%	193
2025 Q1	$176K	Sell	13,300 -600	-4%	-$7.92K	0.07%	235
2024 Q4	$211K	Sell	13,900 -134	-1%	-$2.04K	0.09%	194
2024 Q3	$157K	Hold	14,034	–	–	0.07%	177
2024 Q2	$99.6K	Buy	+14,034	New	+$99.6K	0.05%	164