Waldron Private Wealth’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,947	Closed	-$38.9K	–	466
2024 Q3	$38.9K	Buy	+4,947	New	+$38.9K	﹤0.01%	446
2024 Q2	–	Sell	-18,798	Closed	-$137K	–	440
2024 Q1	$137K	Buy	+18,798	New	+$137K	0.01%	409