Sweeney & Michel’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28,138	Closed	-$262K	–	107
2023 Q2	$262K	Sell	28,138 -17,221	-38%	-$160K	0.13%	92
2023 Q1	$347K	Buy	+45,359	New	+$347K	0.18%	84