Carolinas Wealth Consulting’s SoFi Technologies SOFI Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-50,000	Closed	-$582K	–	802
2025 Q1	$582K	Buy	50,000 +25,000	+100%	+$360K	0.13%	89
2024 Q4	$385K	Sell	25,000 -15,000	-38%	-$195K	0.08%	128
2024 Q3	$314K	Buy	+40,000	New	+$291K	0.06%	146
2024 Q2	–	Sell	-50,000	Closed	-$365K	–	1073
2024 Q1	$365K	Buy	50,000 +30,000	+150%	+$238K	0.07%	122
2023 Q4	$199K	Hold	20,000	–	–	0.04%	162
2023 Q3	$151K	Buy	+20,000	New	+$176K	0.04%	177
2023 Q1	–	Sell	-5,000	Closed	-$23.1K	–	1119
2022 Q4	$23.1K	Hold	5,000	–	–	0.01%	472
2022 Q3	$24K	Buy	+5,000	New	+$31.6K	0.01%	419
2022 Q2	–	Sell	-8,000	Closed	-$76K	–	944
2022 Q1	$76K	Buy	+8,000	New	+$91.9K	0.02%	286
2021 Q3	–	Sell	-4,175	Closed	-$80K	–	986
2021 Q2	$80K	Buy	4,175 +4,075	+4,075%	+$75.5K	0.02%	299
2021 Q1	$2K	Buy	+100	New	+$1.97K	﹤0.01%	833

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SOFI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 50,000 shares — an estimated $582K sold.

Carolinas Wealth Consulting first reported a position in SOFI in Q1 2021 and held it in 11 quarters. The position peaked at $582K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 50,000 SoFi Technologies shares in Q2 2025, an estimated $582K.
Carolinas Wealth Consulting first reported a position in SoFi Technologies in Q1 2021 and held it in 11 quarters.
Carolinas Wealth Consulting's SoFi Technologies position peaked at $582K in Q1 2025.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.