Carson Wealth (CWM LLC)’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
118,803
+45,973
| +63% | +$969K | 0.01% | 1229 |
|
|
2025
Q4 | $1.91M | Sell |
72,830
-6,310
| -8% | -$176K | 0.01% | 1168 |
|
|
2025
Q3 | $2.09M | Sell |
79,140
-8,193
| -9% | -$194K | 0.01% | 1075 |
|
|
2025
Q2 | $1.59M | Buy |
87,333
+4,934
| +6% | +$65.1K | 0.01% | 1034 |
|
|
2025
Q1 | $958K | Buy |
82,399
+1,613
| +2% | +$23.2K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $1.24M | Sell |
80,786
-18,170
| -18% | -$236K | 0.01% | 966 |
|
|
2024
Q3 | $778K | Buy |
98,956
+47,672
| +93% | +$346K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $339K | Buy |
51,284
+9,151
| +22% | +$64.5K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $308K | Buy |
42,133
+3,412
| +9% | +$27.1K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $385K | Buy |
38,721
+25,072
| +184% | +$199K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $109K | Sell |
13,649
-462
| -3% | -$4.06K | ﹤0.01% | 1583 |
|
|
2023
Q2 | $118K | Buy |
14,111
+2,132
| +18% | +$13.9K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $73K | Buy |
11,979
+560
| +5% | +$3.4K | ﹤0.01% | 1662 |
|
|
2022
Q4 | $53K | Sell |
11,419
-1,471
| -11% | -$7.3K | ﹤0.01% | 1703 |
|
|
2022
Q3 | $63K | Buy |
12,890
+5,586
| +76% | +$35.3K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $38K | Buy |
+7,304
| New | +$49.4K | ﹤0.01% | 1757 |
|
|
2022
Q1 | – | Sell |
-1,478
| Closed | -$23K | – | 3851 |
|
|
2021
Q4 | $23K | Buy |
+1,478
| New | +$27.1K | ﹤0.01% | 1925 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2850 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2849 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$565 | ﹤0.01% | 2849 |
|
Other funds holding SOFI
VCM
VPM
