Lido 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	$203K	Buy	+11,125	New	+$203K	﹤0.01%	1365
2022 Q4	–	Sell	-12,075	Closed	-$58K	–	894
2022 Q3	$58K	Buy	+12,075	New	+$58K	﹤0.01%	811