PAM
Pegasus Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
129,451
+5,564
| +4% | +$101K | 0.81% | 34 |
|
|
2025
Q1 | $1.44M | Buy |
123,887
+9,499
| +8% | +$110K | 0.58% | 38 |
|
|
2024
Q4 | $1.76M | Buy |
114,388
+1,437
| +1% | +$22.1K | 0.66% | 36 |
|
|
2024
Q3 | $888K | Buy |
112,951
+1,607
| +1% | +$12.6K | 0.34% | 45 |
|
|
2024
Q2 | $736K | Buy |
111,344
+9,359
| +9% | +$61.9K | 0.28% | 51 |
|
|
2024
Q1 | $744K | Buy |
101,985
+3,656
| +4% | +$26.7K | 0.29% | 53 |
|
|
2023
Q4 | $978K | Sell |
98,329
-10,814
| -10% | -$108K | 0.42% | 46 |
|
|
2023
Q3 | $872K | Buy |
109,143
+4,064
| +4% | +$32.5K | 0.41% | 50 |
|
|
2023
Q2 | $876K | Buy |
105,079
+521
| +0.5% | +$4.35K | 0.39% | 50 |
|
|
2023
Q1 | $635K | Buy |
104,558
+1,110
| +1% | +$6.74K | 0.31% | 52 |
|
|
2022
Q4 | $477K | Buy |
103,448
+504
| +0.5% | +$2.32K | 0.26% | 56 |
|
|
2022
Q3 | $502K | Sell |
102,944
-681
| -0.7% | -$3.32K | 0.28% | 59 |
|
|
2022
Q2 | $546K | Sell |
103,625
-3,557
| -3% | -$18.7K | 0.3% | 57 |
|
|
2022
Q1 | $1.01M | Buy |
107,182
+3,541
| +3% | +$33.5K | 0.44% | 49 |
|
|
2021
Q4 | $1.64M | Buy |
+103,641
| New | +$1.64M | 0.67% | 45 |
|