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

Gilliland Jeter Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Hold
11,500
– – 0.07% 170
2025
Q1 		$134K Hold
11,500
– – 0.05% 173
2024
Q4 		$177K Buy
11,500
+5,500
+92% +$84.7K 0.06% 168
2024
Q3 		$47.2K Buy
+6,000
New +$47.2K 0.02% 310