Patient 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 | $57.5M | Sell |
3,157,431
-377,434
| -11% | -$6.87M | 2.6% | 19 |
|
2025
Q1 | $41.1M | Sell |
3,534,865
-716,815
| -17% | -$8.34M | 2.11% | 23 |
|
2024
Q4 | $65.5M | Sell |
4,251,680
-1,544,007
| -27% | -$23.8M | 3.02% | 14 |
|
2024
Q3 | $45.6M | Buy |
5,795,687
+1,950,649
| +51% | +$15.3M | 2.24% | 24 |
|
2024
Q2 | $25.4M | Buy |
3,845,038
+84,441
| +2% | +$558K | 1.35% | 30 |
|
2024
Q1 | $27.5M | Sell |
3,760,597
-15,945
| -0.4% | -$116K | 1.34% | 32 |
|
2023
Q4 | $37.6M | Buy |
3,776,542
+48,004
| +1% | +$478K | 1.99% | 25 |
|
2023
Q3 | $29.8M | Sell |
3,728,538
-707,326
| -16% | -$5.65M | 1.75% | 28 |
|
2023
Q2 | $37M | Buy |
4,435,864
+3,966,164
| +844% | +$33.1M | 2.06% | 27 |
|
2023
Q1 | $2.85M | Hold |
469,700
| – | – | 1.27% | 33 |
|
2022
Q4 | $2.17M | Hold |
469,700
| – | – | 1.05% | 34 |
|
2022
Q3 | $2.29M | Buy |
469,700
+238,100
| +103% | +$1.16M | 1.14% | 33 |
|
2022
Q2 | $1.22M | Buy |
231,600
+91,500
| +65% | +$482K | 0.54% | 34 |
|
2022
Q1 | $1.32M | Sell |
140,100
-53,700
| -28% | -$507K | 0.45% | 39 |
|
2021
Q4 | $3.06M | Buy |
+193,800
| New | +$3.06M | 0.88% | 33 |
|