HighMark 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	$21.1K	Buy	1,161 +52	+5%	+$947	0.01%	219
2025 Q1	$12.9K	Buy	1,109 +238	+27%	+$2.77K	0.01%	243
2024 Q4	$13.4K	Buy	871 +66	+8%	+$1.02K	0.01%	249
2024 Q3	$6.33K	Buy	+805	New	+$6.33K	﹤0.01%	371