Watts Gwilliam & Co’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	-15,247	Closed	-$128K	–	217
2024 Q3	$128K	Buy	+15,247	New	+$128K	0.03%	197
2024 Q1	$125K	Buy	+16,697	New	+$125K	0.04%	171