Principia Wealth Advisory’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
$2.09K Buy
115
+19
+20% +$346 ﹤0.01% 370
2025
Q1
$1.09K Buy
96
+3
+3% +$34 ﹤0.01% 374
2024
Q4
$1.43K Buy
+93
New +$1.43K ﹤0.01% 289