Simplicity Wealth’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	$377K	Sell	20,708 -208,595	-91%	-$3.8M	0.02%	511
2025 Q1	$2.67M	Buy	+229,303	New	+$2.67M	0.21%	119
2024 Q2	–	Sell	-13,959	Closed	-$102K	–	1296
2024 Q1	$102K	Buy	+13,959	New	+$102K	﹤0.01%	1108