InterOcean Capital Group’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	-12,000	Closed	-$100K	–	466
2023 Q2	$100K	Sell	12,000 -3,847	-24%	-$32.1K	﹤0.01%	433
2023 Q1	$96.2K	Sell	15,847 -500	-3%	-$3.04K	﹤0.01%	402
2022 Q4	$75.4K	Buy	+16,347	New	+$75.4K	﹤0.01%	394