MFG 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
2025
Q2
$2.95M Buy
161,825
+5,548
+4% +$101K 2.48% 15
2025
Q1
$1.82M Buy
156,277
+33,887
+28% +$394K 1.74% 28
2024
Q4
$1.88M Buy
+122,390
New +$1.88M 1.73% 29