TownSquare Capital’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-871,680	Closed	-$10.1M	–	1451
2025 Q1	$10.1M	Buy	871,680 +106,283	+14%	+$1.53M	0.11%	179
2024 Q4	$11.8M	Sell	765,397 -163,049	-18%	-$2.12M	0.13%	136
2024 Q3	$7.3M	Sell	928,446 -157,727	-15%	-$1.15M	0.09%	226
2024 Q2	$7.18M	Buy	1,086,173 +93,817	+9%	+$662K	0.1%	200
2024 Q1	$7.24M	Buy	992,356 +622,599	+168%	+$4.94M	0.11%	188
2023 Q4	$3.68M	Buy	369,757 +5,195	+1%	+$41.3K	0.06%	288
2023 Q3	$2.91M	Buy	364,562 +138,113	+61%	+$1.21M	0.05%	316
2023 Q2	$1.89M	Buy	226,449 +80,420	+55%	+$524K	0.03%	399
2023 Q1	$886K	Sell	146,029 -236,828	-62%	-$1.44M	0.02%	510
2022 Q4	$1.76M	Sell	382,857 -160,027	-29%	-$794K	0.04%	332
2022 Q3	$2.65M	Buy	542,884 +3,623	+0.7%	+$22.9K	0.08%	222
2022 Q2	$2.84M	Buy	539,261 +269,213	+100%	+$1.82M	0.08%	210
2022 Q1	$2.55M	Buy	270,048 +154,769	+134%	+$1.78M	0.07%	241
2021 Q4	$1.82M	Sell	115,279 -81,453	-41%	-$1.49M	0.05%	287
2021 Q3	$3.12M	Buy	+196,732	New	+$3.08M	0.09%	199