Kellett Wealth Advisors’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	–	Sell	-10,000	Closed	-$116K	–	78
2025 Q1	$116K	Buy	+10,000	New	+$116K	0.08%	71