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
2026 Q1	$331K	Buy	20,824 +4,324	+26%	+$91.1K	0.01%	642
2025 Q4	$432K	Sell	16,500 -205	-1%	-$5.71K	0.02%	530
2025 Q3	$441K	Sell	16,705 -7,347	-31%	-$174K	0.02%	549
2025 Q2	$438K	Sell	24,052 -13,985	-37%	-$184K	0.02%	530
2025 Q1	$442K	Sell	38,037 -290	-0.8%	-$4.18K	0.02%	495
2024 Q4	$590K	Sell	38,327 -21,783	-36%	-$283K	0.03%	431
2024 Q3	$472K	Buy	60,110 +37,100	+161%	+$270K	0.02%	462
2024 Q2	$152K	Sell	23,010 -13,100	-36%	-$92.4K	0.01%	636
2024 Q1	$264K	Sell	36,110 -1,590	-4%	-$12.6K	0.01%	554
2023 Q4	$375K	Sell	37,700 -10,850	-22%	-$86.2K	0.02%	477
2023 Q3	$388K	Buy	48,550 +6,450	+15%	+$56.7K	0.03%	437
2023 Q2	$351K	Buy	42,100 +1,100	+3%	+$7.17K	0.02%	476
2023 Q1	$249K	Buy	41,000 +25,802	+170%	+$156K	0.02%	570
2022 Q4	$70.1K	Sell	15,198 -386	-2%	-$1.91K	﹤0.01%	629
2022 Q3	$76K	Sell	15,584 -4,659	-23%	-$29.5K	0.01%	614
2022 Q2	$107K	Sell	20,243 -6,780	-25%	-$45.8K	0.01%	621
2022 Q1	$255K	Sell	27,023 -313	-1%	-$3.6K	0.02%	594
2021 Q4	$432K	Sell	27,336 -4,375	-14%	-$80.3K	0.03%	411
2021 Q3	$504K	Buy	+31,711	New	+$497K	0.05%	321