GeoWealth Management’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	$60.4K	Buy	3,315 +29	+0.9%	+$528	﹤0.01%	907
2025 Q1	$38.2K	Hold	3,286	–	–	﹤0.01%	922
2024 Q4	$50.6K	Sell	3,286 -352	-10%	-$5.42K	﹤0.01%	1157
2024 Q3	$28.6K	Buy	+3,638	New	+$28.6K	﹤0.01%	1217