Pegasus Asset 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
2025
Q2
$2.36M Buy
2025
Q1
$1.44M Buy
2024
Q4
$1.76M Buy
2024
Q3
$888K Buy
2024
Q2
$736K Buy
2024
Q1
$744K Buy
2023
Q4
$978K Sell
2023
Q3
$872K Buy
2023
Q2
$876K Buy
2023
Q1
$635K Buy
2022
Q4
$477K Buy
2022
Q3
$502K Sell
2022
Q2
$546K Sell
2022
Q1
$1.01M Buy
2021
Q4
$1.64M Buy