ORG Wealth Partners’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
$88 Hold
5
﹤0.01% 653
2025
Q1
$59 Hold
5
﹤0.01% 743
2024
Q4
$77 Buy
+5
New +$77 ﹤0.01% 493