PKS Advisory Services’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	$200K	Buy	+11,000	New	+$200K	0.05%	249
2025 Q1	–	Sell	-11,195	Closed	-$172K	–	267
2024 Q4	$172K	Buy	+11,195	New	+$172K	0.04%	237