Medallion Wealth Advisors, LLC’s SoFi Technologies SOFI Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.38K	Hold
2025 Q4	$8.88K	Hold
2025 Q3	$8.96K	Hold
2025 Q2	$5.98K	Hold
2025 Q1	$4.04K	Hold
2024 Q4	$5.22K	Buy