CarsonAllaria Wealth Management’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	$15.8K	Hold	868	–	–	0.01%	219
2025 Q1	$10.1K	Hold	868	–	–	0.01%	250
2024 Q4	$13.4K	Buy	868 +493	+131%	+$7.59K	0.01%	227
2024 Q3	$2.95K	Buy	+375	New	+$2.95K	﹤0.01%	326