Reilly Financial Advisors’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
$14K Buy
855
+108
+14% +$1.77K ﹤0.01% 646
2021
Q3
$12K Buy
747
+530
+244% +$8.51K ﹤0.01% 637
2021
Q2
$4K Buy
+217
New +$4K ﹤0.01% 835