WR Wealth Planners’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	$23.9K	Hold	1,554	–	–	0.01%	433
2024 Q3	$12.2K	Buy	+1,554	New	+$12.2K	﹤0.01%	598
2022 Q4	–	Sell	-412	Closed	-$2.01K	–	535
2022 Q3	$2.01K	Buy	+412	New	+$2.01K	﹤0.01%	389