Twin Peaks Wealth 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	$5.09K	Buy	+215	New	+$5.09K	﹤0.01%	1301
2024 Q3	–	Sell	-11,997	Closed	-$79.3K	–	139
2024 Q2	$79.3K	Buy	11,997 +1,000	+9%	+$6.61K	0.04%	127
2024 Q1	$80.3K	Hold	10,997	–	–	0.04%	126
2023 Q4	$109K	Buy	+10,997	New	+$109K	0.07%	120