Waverton Investment Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-218,796	Closed	-$2.07M	–	79
2022 Q1	$2.07M	Buy	218,796 +28,960	+15%	+$274K	0.07%	63
2021 Q4	$3M	Buy	+189,836	New	+$3M	0.1%	57