Everence Capital 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
$484K Sell
26,560
-5,800
-18% -$106K 0.03% 390
2025
Q1
$376K Hold
32,360
0.03% 462
2024
Q4
$498K Buy
+32,360
New +$498K 0.03% 364