Horizon 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	$198K	Sell	10,900 -80	-0.7%	-$1.46K	0.03%	105
2025 Q1	$128K	Buy	+10,980	New	+$128K	0.02%	101