Jessup 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 Q4	–	Sell	-518,372	Closed	-$4.14M	–	64
2023 Q3	$4.14M	Buy	+518,372	New	+$4.14M	2.39%	20