Sierra Summit Advisors’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	-835,380	Closed	-$9.72M	–	209
2025 Q1	$9.72M	Buy	+835,380	New	+$9.72M	2.11%	14