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