SkyOak Wealth’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,044	Closed	-$73.1K	–	266
2023 Q1	$73.1K	Hold	12,044	–	–	0.02%	237
2022 Q4	$55.5K	Hold	12,044	–	–	0.02%	217
2022 Q3	$59K	Hold	12,044	–	–	0.02%	208
2022 Q2	$63K	Buy	+12,044	New	+$63K	0.02%	214