MWM
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Merriman Wealth Management’s SoFi Technologies SOFI Stock Holding History

Merriman 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
Q4 		– Sell
-33,000
Closed -$161K – 227
2022
Q3 		$161K Buy
+33,000
New +$161K 0.01% 170