Pinnacle Wealth Planning Services’s SoFi Technologies SOFI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$235K	Buy
2022 Q1	–	Sell
2021 Q4	$182K	Buy