Wetzel Investment Advisors’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
-10
Closed -$73 764
2024
Q2
$73 Hold
10
﹤0.01% 921
2024
Q1
$71 Hold
10
﹤0.01% 1033
2023
Q4
$0 Buy
+10
New ﹤0.01% 1041