Mutual 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
$291K Buy
13,714
+2,689
+24% +$57K 0.01% 979
2025
Q1
$142K Buy
+11,025
New +$142K ﹤0.01% 1055