Parsec Financial Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-85,800	Closed	-$452K	–	287
2022 Q2	$452K	Sell	85,800 -24,200	-22%	-$127K	0.02%	214
2022 Q1	$1.04M	Buy	+110,000	New	+$1.04M	0.04%	171