IPG Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-49,340	Closed	-$388K	–	201
2024 Q3	$388K	Sell	49,340 -13,660	-22%	-$107K	0.08%	117
2024 Q2	$416K	Buy	63,000 +49,500	+367%	+$327K	0.09%	103
2024 Q1	$98.6K	Buy	+13,500	New	+$98.6K	0.02%	157