Winthrop Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34K	Hold	1,842	–	–	0.01%	195
2025 Q1	$21K	Buy	+1,842	New	+$21K	0.01%	188
2024 Q1	–	Sell	-300	Closed	-$2.99K	–	277
2023 Q4	$2.99K	Buy	+300	New	+$2.99K	﹤0.01%	229