Cary Street Partners’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	$401K	Buy	22,004 +44	+0.2%	+$801	0.01%	609
2025 Q1	$255K	Sell	21,960 -17	-0.1%	-$198	0.01%	685
2024 Q4	$338K	Buy	+21,977	New	+$338K	0.01%	592