Marshall Financial Group (Maryland)’s SoFi Technologies SOFI Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$565K	Buy
2025 Q2	$395K	Sell
2025 Q1	$242K	Buy
2024 Q4	$309K	Sell
2024 Q3	$161K	Buy
2024 Q2	$131K	Buy
2024 Q1	$89.2K	Buy