Next 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
2021 Q4	$82K	Buy	5,169 +1,253	+32%	+$19.9K	0.01%	1266
2021 Q3	$62K	Buy	3,916 +1,470	+60%	+$23.3K	﹤0.01%	1321
2021 Q2	$47K	Buy	2,446 +600	+33%	+$11.5K	﹤0.01%	1409
2021 Q1	$32K	Buy	+1,846	New	+$32K	﹤0.01%	1468