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Carlson Capital’s SoFi Technologies SOFI Stock Holding History

Carlson Capital’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
2026
Q1 		$3.02M Buy
190,000
+100,000
+111% +$2.11M 0.95% 9
2025
Q4 		$2.36M Buy
90,000
+25,000
+38% +$697K 0.84% 9
2025
Q3 		$1.72M Sell
65,000
-85,000
-57% -$2.02M 0.63% 14
2025
Q2 		$2.73M Sell
150,000
-100,000
-40% -$1.32M 1.13% 7
2025
Q1 		$2.91M Buy
+250,000
New +$3.6M 1.14% 7

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Jane Street
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