Pinkerton Retirement Specialists’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,786	Closed	-$274K	–	143
2024 Q4	$274K	Buy	+17,786	New	+$274K	0.04%	116