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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.91M | Sell |
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|
2025
Q3 | $2.09M | Sell |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $73K | Buy |
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|
2022
Q4 | $53K | Sell |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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