LJI 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
2023 Q3	–	Sell	-15,780	Closed	-$132K	–	183
2023 Q2	$132K	Buy	15,780 +1,010	+7%	+$8.42K	0.04%	156
2023 Q1	$89.7K	Buy	+14,770	New	+$89.7K	0.03%	153