Pinnacle Associates’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 | $996K | Sell |
54,693
-620
| -1% | -$11.3K | 0.01% | 507 |
|
|
2025
Q1 | $643K | Buy |
55,313
+13,140
| +31% | +$153K | 0.01% | 565 |
|
|
2024
Q4 | $649K | Buy |
+42,173
| New | +$649K | 0.01% | 556 |
|
|
2024
Q3 | – | Sell |
-43,476
| Closed | -$287K | – | 842 |
|
|
2024
Q2 | $287K | Buy |
43,476
+14,429
| +50% | +$95.4K | ﹤0.01% | 696 |
|
|
2024
Q1 | $212K | Buy |
+29,047
| New | +$212K | ﹤0.01% | 785 |
|