Joule Financial’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$903K	Buy	+49,576	New	+$903K	0.29%	42
2023 Q4	–	Sell	-15,653	Closed	-$125K	–	114
2023 Q3	$125K	Buy	+15,653	New	+$125K	0.06%	96