TD Private Client 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	$46.7K	Buy	2,562 +1,553	+154%	+$28.3K	﹤0.01%	856
2025 Q1	$11.7K	Sell	1,009 -943	-48%	-$11K	﹤0.01%	999
2024 Q4	$30.1K	Buy	1,952 +144	+8%	+$2.22K	﹤0.01%	911
2024 Q3	$14.2K	Buy	+1,808	New	+$14.2K	﹤0.01%	1015