Hemington 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
$24K Buy
1,325
+122
+10% +$2.21K ﹤0.01% 558
2025
Q1
$13K Buy
1,203
+673
+127% +$7.27K ﹤0.01% 735
2024
Q4
$8K Buy
530
+247
+87% +$3.73K ﹤0.01% 860
2024
Q3
$3K Buy
+283
New +$3K ﹤0.01% 1109