WR Wealth Planners’s SoFi Technologies SOFI Stock Holding History

WR Wealth Planners’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$23.9K	Hold
2024 Q3	$12.2K	Buy
2022 Q4	–	Sell
2022 Q3	$2.01K	Buy