Golden State Wealth 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	$18.2K	Hold	1,000	–	–	﹤0.01%	913
2025 Q1	$11.6K	Hold	1,000	–	–	﹤0.01%	958
2024 Q4	$15.4K	Buy	+1,000	New	+$15.4K	﹤0.01%	834