Patient Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.1M	Buy	1,326,246 +127,762	+11%	+$2.69M	0.79%	32
2025 Q4	$31.4M	Sell	1,198,484 -1,055,582	-47%	-$29.4M	1.21%	29
2025 Q3	$59.6M	Sell	2,254,066 -903,365	-29%	-$21.4M	2.38%	19
2025 Q2	$57.5M	Sell	3,157,431 -377,434	-11%	-$4.98M	2.6%	19
2025 Q1	$41.1M	Sell	3,534,865 -716,815	-17%	-$10.3M	2.11%	23
2024 Q4	$65.5M	Sell	4,251,680 -1,544,007	-27%	-$20.1M	3.02%	14
2024 Q3	$45.6M	Buy	5,795,687 +1,950,649	+51%	+$14.2M	2.24%	24
2024 Q2	$25.4M	Buy	3,845,038 +84,441	+2%	+$595K	1.35%	30
2024 Q1	$27.5M	Sell	3,760,597 -15,945	-0.4%	-$127K	1.34%	32
2023 Q4	$37.6M	Buy	3,776,542 +48,004	+1%	+$382K	1.99%	25
2023 Q3	$29.8M	Sell	3,728,538 -707,326	-16%	-$6.22M	1.75%	28
2023 Q2	$37M	Buy	4,435,864 +3,966,164	+844%	+$25.9M	2.06%	27
2023 Q1	$2.85M	Hold	469,700	–	–	1.27%	33
2022 Q4	$2.17M	Hold	469,700	–	–	1.06%	34
2022 Q3	$2.29M	Buy	469,700 +238,100	+103%	+$1.51M	1.16%	34
2022 Q2	$1.22M	Buy	231,600 +91,500	+65%	+$618K	0.6%	36
2022 Q1	$1.32M	Sell	140,100 -53,700	-28%	-$617K	0.52%	41
2021 Q4	$3.06M	Buy	+193,800	New	+$3.56M	1.24%	37