Gladstone Institutional Advisory’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 | $438K | Sell |
24,052
-13,985
| -37% | -$255K | 0.02% | 530 |
|
|
2025
Q1 | $442K | Sell |
38,037
-290
| -0.8% | -$3.37K | 0.02% | 495 |
|
|
2024
Q4 | $590K | Sell |
38,327
-21,783
| -36% | -$335K | 0.03% | 431 |
|
|
2024
Q3 | $472K | Buy |
60,110
+37,100
| +161% | +$292K | 0.02% | 462 |
|
|
2024
Q2 | $152K | Sell |
23,010
-13,100
| -36% | -$86.6K | 0.01% | 636 |
|
|
2024
Q1 | $264K | Sell |
36,110
-1,590
| -4% | -$11.6K | 0.01% | 554 |
|
|
2023
Q4 | $375K | Sell |
37,700
-10,850
| -22% | -$108K | 0.02% | 477 |
|
|
2023
Q3 | $388K | Buy |
48,550
+6,450
| +15% | +$51.5K | 0.03% | 437 |
|
|
2023
Q2 | $351K | Buy |
42,100
+1,100
| +3% | +$9.17K | 0.02% | 476 |
|
|
2023
Q1 | $249K | Buy |
41,000
+25,802
| +170% | +$157K | 0.02% | 570 |
|
|
2022
Q4 | $70.1K | Sell |
15,198
-386
| -2% | -$1.78K | ﹤0.01% | 629 |
|
|
2022
Q3 | $76K | Sell |
15,584
-4,659
| -23% | -$22.7K | 0.01% | 614 |
|
|
2022
Q2 | $107K | Sell |
20,243
-6,780
| -25% | -$35.8K | 0.01% | 621 |
|
|
2022
Q1 | $255K | Sell |
27,023
-313
| -1% | -$2.95K | 0.02% | 594 |
|
|
2021
Q4 | $432K | Sell |
27,336
-4,375
| -14% | -$69.1K | 0.03% | 411 |
|
|
2021
Q3 | $504K | Buy |
+31,711
| New | +$504K | 0.05% | 321 |
|