Carson Wealth (CWM LLC)’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
87,333
+4,934
| +6% | +$89.8K | 0.01% | 1033 |
|
|
2025
Q1 | $958K | Buy |
82,399
+1,613
| +2% | +$18.8K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $1.24M | Sell |
80,786
-18,170
| -18% | -$280K | 0.01% | 965 |
|
|
2024
Q3 | $778K | Buy |
98,956
+47,672
| +93% | +$375K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $339K | Buy |
51,284
+9,151
| +22% | +$60.5K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $308K | Buy |
42,133
+3,412
| +9% | +$24.9K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $385K | Buy |
38,721
+25,072
| +184% | +$249K | ﹤0.01% | 1154 |
|
|
2023
Q3 | $109K | Sell |
13,649
-462
| -3% | -$3.69K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $118K | Buy |
14,111
+2,132
| +18% | +$17.8K | ﹤0.01% | 1489 |
|
|
2023
Q1 | $73K | Buy |
11,979
+560
| +5% | +$3.41K | ﹤0.01% | 1661 |
|
|
2022
Q4 | $53K | Sell |
11,419
-1,471
| -11% | -$6.83K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $63K | Buy |
12,890
+5,586
| +76% | +$27.3K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $38K | Buy |
+7,304
| New | +$38K | ﹤0.01% | 1755 |
|
|
2022
Q1 | – | Sell |
-1,478
| Closed | -$23K | – | 3825 |
|
|
2021
Q4 | $23K | Buy |
+1,478
| New | +$23K | ﹤0.01% | 1923 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2813 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2813 |
|