TriaGen Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31,453	Closed	-$251K	–	173
2023 Q3	$251K	Buy	31,453 +34	+0.1%	+$272	0.13%	129
2023 Q2	$262K	Buy	+31,419	New	+$262K	0.12%	143