LWM
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Laidlaw Wealth Management’s SoFi Technologies SOFI Stock Holding History

Laidlaw Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,850
Closed -$330K – 423
2021
Q4 		$330K Buy
+20,850
New +$330K 0.05% 290