Carolinas Wealth Consulting’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $582K | Buy |
|
|||||
|
2024
Q4 | $385K | Sell |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $365K | Buy |
|
|||||
|
2023
Q4 | $199K | Hold |
|
|||||
|
2023
Q3 | $151K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $23.1K | Hold |
|
|||||
|
2022
Q3 | $24K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $76K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $80K | Buy |
|
|||||
|
2021
Q1 | $2K | Buy |
|