Steele Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,500	Closed	-$76K	–	144
2024 Q2	$76K	Buy	11,500 +750	+7%	+$4.96K	﹤0.01%	174
2024 Q1	$78.5K	Hold	10,750	–	–	﹤0.01%	176
2023 Q4	$107K	Buy	+10,750	New	+$107K	0.01%	164