WealthPlan 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
2023 Q3	–	Sell	-419	Closed	-$3.49K	–	324
2023 Q2	$3.49K	Hold	419	–	–	﹤0.01%	309
2023 Q1	$2.54K	Buy	+419	New	+$2.54K	﹤0.01%	385