Miller Financial Services’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	$2.33M	Buy	128,145 +10,279	+9%	+$187K	2.97%	6
2025 Q1	$1.37M	Buy	117,866 +362	+0.3%	+$4.21K	1.97%	14
2024 Q4	$1.81M	Buy	+117,504	New	+$1.81M	1.53%	14