Pin Oak Investment Advisors’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 | $1K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2024
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $0 | Sell |
100
-620
| -86% | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $5K | Hold |
720
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $5K | Hold |
720
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $7K | Hold |
720
| – | – | 0.01% | 359 |
|
|
2023
Q3 | $6K | Hold |
720
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $6K | Buy |
720
+100
| +16% | +$833 | 0.01% | 366 |
|
|
2023
Q1 | $4K | Hold |
620
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $3K | Sell |
620
-300
| -33% | -$1.45K | ﹤0.01% | 382 |
|
|
2022
Q3 | $4K | Sell |
920
-200
| -18% | -$870 | 0.01% | 334 |
|
|
2022
Q2 | $6K | Buy |
1,120
+20
| +2% | +$107 | 0.01% | 337 |
|
|
2022
Q1 | $10K | Buy |
1,100
+200
| +22% | +$1.82K | 0.01% | 331 |
|
|
2021
Q4 | $14K | Buy |
900
+400
| +80% | +$6.22K | 0.01% | 297 |
|
|
2021
Q3 | $8K | Buy |
+500
| New | +$8K | 0.01% | 325 |
|