Pin Oak Investment Advisors’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	$4K	Buy	+250	New	+$5.27K	﹤0.01%	443
2025 Q4	–	Sell	-100	Closed	-$2.64K	–	515
2025 Q3	$2.64K	Hold	100	–	–	﹤0.01%	462
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%	-$4.51K	﹤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%	+$652	0.01%	366
2023 Q1	$4K	Hold	620	–	–	﹤0.01%	378
2022 Q4	$3K	Sell	620 -300	-33%	-$1.49K	﹤0.01%	382
2022 Q3	$4K	Sell	920 -200	-18%	-$1.26K	0.01%	334
2022 Q2	$6K	Buy	1,120 +20	+2%	+$135	0.01%	337
2022 Q1	$10K	Buy	1,100 +200	+22%	+$2.3K	0.01%	331
2021 Q4	$14K	Buy	900 +400	+80%	+$7.34K	0.01%	297
2021 Q3	$8K	Buy	+500	New	+$7.84K	0.01%	325