Mayflower Financial 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	$554K	Buy	30,415 +3,100	+11%	+$56.5K	0.08%	224
2025 Q1	$318K	Buy	27,315 +13,750	+101%	+$160K	0.05%	292
2024 Q4	$209K	Buy	+13,565	New	+$209K	0.03%	366