Simplicity Wealth’s SoFi Technologies SOFI Stock Holding History

Simplicity Wealth’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.41M	Buy
2025 Q2	$377K	Sell
2025 Q1	$2.67M	Buy
2024 Q2	–	Sell
2024 Q1	$102K	Buy