Gillson Capital’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 | $2.59M | Buy |
+142,000
| New | +$2.59M | 0.2% | 63 |
|
|
2022
Q2 | – | Sell |
-384,115
| Closed | -$3.63M | – | 237 |
|
|
2022
Q1 | $3.63M | Sell |
384,115
-117,887
| -23% | -$1.11M | 0.29% | 77 |
|
|
2021
Q4 | $7.94M | Buy |
502,002
+108,732
| +28% | +$1.72M | 0.52% | 65 |
|
|
2021
Q3 | $6.25M | Buy |
+393,270
| New | +$6.25M | 0.46% | 68 |
|