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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,500
Closed -$182K 468
2021
Q4
$182K Buy
+11,500
New +$182K 0.04% 370