Richards, Merrill & Peterson’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	–	Sell	-58	Closed	-$675	–	434
2025 Q1	$675	Hold	58	–	–	﹤0.01%	487
2024 Q4	$893	Buy	+58	New	+$893	﹤0.01%	467