Pallas Capital Advisors’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
$261K Sell
14,347
-12,894
-47% -$235K 0.01% 694
2025
Q1
$317K Sell
27,241
-2,960
-10% -$34.4K 0.01% 582
2024
Q4
$465K Buy
30,201
+16,084
+114% +$248K 0.02% 375
2024
Q3
$154K Sell
14,117
-13,903
-50% -$152K 0.01% 576
2024
Q2
$211K Buy
+28,020
New +$211K 0.01% 481