Smallwood Wealth Investment Management’s SoFi Technologies SOFI Stock Holding History

Smallwood Wealth Investment Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23.8K	Sell
2025 Q2	$17.2K	Buy
2025 Q1	$10.8K	Buy