UCFA
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United Capital Financial Advisors’s SoFi Technologies SOFI Stock Holding History

United Capital Financial Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
10,984
+945
+9% +$17.2K ﹤0.01% 1052
2025
Q1 		$117K Buy
+10,039
New +$117K ﹤0.01% 1033