Keebeck 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
2024 Q4	–	Sell	-10,000	Closed	-$78.6K	–	294
2024 Q3	$78.6K	Hold	10,000	–	–	0.01%	250
2024 Q2	$66.1K	Hold	10,000	–	–	0.01%	260
2024 Q1	$73K	Buy	+10,000	New	+$73K	0.01%	273