GoalVest Advisory’s SoFi Technologies SOFI Stock Holding History

GoalVest Advisory’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	$6.87K	Buy
2025 Q1	–	Sell
2024 Q4	$7.41K	Buy