Palisade Capital Management’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	–	Sell	-11,000	Closed	-$128K	–	375
2025 Q1	$128K	Buy	+11,000	New	+$128K	﹤0.01%	368
2024 Q3	–	Sell	-14,500	Closed	-$95.8K	–	383
2024 Q2	$95.8K	Buy	+14,500	New	+$95.8K	﹤0.01%	363