Gilliland Jeter Wealth Management’s SoFi Technologies SOFI Stock Holding History

Gilliland Jeter Wealth Management’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	$209K	Hold
2025 Q1	$134K	Hold
2024 Q4	$177K	Buy
2024 Q3	$47.2K	Buy