Segall Bryant & Hamill’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-449,135	Closed	-$3.53M	–	634
2024 Q3	$3.53M	Sell	449,135 -18,381	-4%	-$144K	0.05%	378
2024 Q2	$3.09M	Buy	467,516 +12,676	+3%	+$83.8K	0.05%	342
2024 Q1	$3.32M	Buy	+454,840	New	+$3.32M	0.06%	269