Guardian Wealth Advisors (North Carolina)’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,188	Closed	-$80.1K	–	533
2024 Q3	$80.1K	Sell	10,188 -3,931	-28%	-$30.9K	0.01%	292
2024 Q2	$93.3K	Buy	+14,119	New	+$93.3K	0.01%	277