Tidemark’s SoFi Technologies SOFI Stock Holding History

Tidemark’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 Q2	$89.1K	Buy
2025 Q1	$50.9K	Buy
2024 Q4	$10.3K	Buy
2024 Q3	$4.49K	Hold
2024 Q2	$3.77K	Hold
2024 Q1	$4.17K	Sell
2023 Q4	$9.4K	Buy