Total Wealth Planning & Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-53,319
Closed -$821K 196
2024
Q4
$821K Buy
+53,319
New +$821K 0.75% 28