VisionPoint Advisory Group’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,000	Closed	-$6.61K	–	699
2024 Q2	$6.61K	Hold	1,000	–	–	﹤0.01%	526
2024 Q1	$7.3K	Hold	1,000	–	–	﹤0.01%	492
2023 Q4	$9.95K	Hold	1,000	–	–	﹤0.01%	421
2023 Q3	$7.99K	Buy	+1,000	New	+$7.99K	﹤0.01%	462