Cary Street Partners Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.9K	Buy
2025 Q1	$6.82K	Buy
2024 Q4	–	Sell
2024 Q3	$158K	Buy
2024 Q2	$132K	Buy
2024 Q1	$146K	Buy
2023 Q4	$149K	Buy