Teamwork Financial Advisors’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
$1.84M Buy
101,251
+21,001
+26% +$382K 0.21% 68
2025
Q1
$933K Buy
+80,250
New +$933K 0.12% 82