Pinnacle Associates’s SoFi Technologies SOFI Stock Holding History

Pinnacle Associates’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$996K	Sell
2025 Q1	$643K	Buy
2024 Q4	$649K	Buy
2024 Q3	–	Sell
2024 Q2	$287K	Buy
2024 Q1	$212K	Buy