IHT 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
2023 Q3	–	Sell	-13,789	Closed	-$115K	–	1022
2023 Q2	$115K	Sell	13,789 -11,631	-46%	-$97K	0.01%	922
2023 Q1	$154K	Sell	25,420 -631	-2%	-$3.83K	0.01%	880
2022 Q4	$120K	Buy	26,051 +2,278	+10%	+$10.5K	0.01%	856
2022 Q3	$116K	Buy	+23,773	New	+$116K	0.01%	817