Cary Street Partners Investment Advisory’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 | $10.9K | Buy |
599
+13
| +2% | +$237 | 0.01% | 514 |
|
|
2025
Q1 | $6.82K | Buy |
+586
| New | +$6.82K | ﹤0.01% | 502 |
|
|
2024
Q4 | – | Sell |
-20,083
| Closed | -$158K | – | 721 |
|
|
2024
Q3 | $158K | Buy |
20,083
+50
| +0.2% | +$393 | 0.01% | 741 |
|
|
2024
Q2 | $132K | Buy |
20,033
+33
| +0.2% | +$218 | 0.01% | 731 |
|
|
2024
Q1 | $146K | Buy |
20,000
+5,000
| +33% | +$36.5K | 0.01% | 680 |
|
|
2023
Q4 | $149K | Buy |
+15,000
| New | +$149K | 0.01% | 634 |
|