Nations Financial Group’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	–	Sell	-123,502	Closed	-$1.44M	–	697
2025 Q1	$1.44M	Sell	123,502 -172,670	-58%	-$2.01M	0.11%	206
2024 Q4	$4.56M	Buy	+296,172	New	+$4.56M	0.33%	76