Gladstone Institutional Advisory’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $441K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $152K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $70.1K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $504K | Buy |
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