Carolinas Wealth Consulting’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 | – | Sell |
-50,000
| Closed | -$582K | – | 802 |
|
|
2025
Q1 | $582K | Buy |
50,000
+25,000
| +100% | +$291K | 0.13% | 89 |
|
|
2024
Q4 | $385K | Sell |
25,000
-15,000
| -38% | -$231K | 0.08% | 128 |
|
|
2024
Q3 | $314K | Buy |
+40,000
| New | +$314K | 0.06% | 146 |
|
|
2024
Q2 | – | Sell |
-50,000
| Closed | -$365K | – | 1073 |
|
|
2024
Q1 | $365K | Buy |
50,000
+30,000
| +150% | +$219K | 0.07% | 122 |
|
|
2023
Q4 | $199K | Hold |
20,000
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $151K | Buy |
+20,000
| New | +$151K | 0.04% | 177 |
|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$23.1K | – | 1120 |
|
|
2022
Q4 | $23.1K | Hold |
5,000
| – | – | 0.01% | 472 |
|
|
2022
Q3 | $24K | Buy |
+5,000
| New | +$24K | 0.01% | 419 |
|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$76K | – | 948 |
|
|
2022
Q1 | $76K | Buy |
+8,000
| New | +$76K | 0.02% | 286 |
|
|
2021
Q3 | – | Sell |
-4,175
| Closed | -$80K | – | 992 |
|
|
2021
Q2 | $80K | Buy |
4,175
+4,075
| +4,075% | +$78.1K | 0.02% | 299 |
|
|
2021
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 833 |
|