Carnegie Lake Advisors’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	$395K	Hold	21,700	–	–	0.16%	117
2025 Q1	$252K	Buy	21,700 +600	+3%	+$6.97K	0.1%	133
2024 Q4	$325K	Sell	21,100 -4,450	-17%	-$68.5K	0.13%	117
2024 Q3	$201K	Buy	+25,550	New	+$201K	0.08%	147