Pointe Capital Management’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 | $337K | Hold |
18,490
| – | – | 0.17% | 117 |
|
|
2025
Q1 | $215K | Hold |
18,490
| – | – | 0.13% | 148 |
|
|
2024
Q4 | $285K | Hold |
18,490
| – | – | 0.16% | 123 |
|
|
2024
Q3 | $145K | Hold |
18,490
| – | – | 0.08% | 157 |
|
|
2024
Q2 | $122K | Hold |
18,490
| – | – | 0.08% | 157 |
|
|
2024
Q1 | $135K | Hold |
18,490
| – | – | 0.08% | 157 |
|
|
2023
Q4 | $184K | Hold |
18,490
| – | – | 0.13% | 150 |
|
|
2023
Q3 | $148K | Hold |
18,490
| – | – | 0.11% | 137 |
|
|
2023
Q2 | $154K | Hold |
18,490
| – | – | 0.12% | 142 |
|
|
2023
Q1 | $112K | Hold |
18,490
| – | – | 0.08% | 177 |
|
|
2022
Q4 | $852K | Hold |
18,490
| – | – | 0.65% | 33 |
|
|
2022
Q3 | $90K | Hold |
18,490
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $97K | Hold |
18,490
| – | – | 0.07% | 145 |
|
|
2022
Q1 | $175K | Hold |
18,490
| – | – | 0.11% | 148 |
|
|
2021
Q4 | $292K | Hold |
18,490
| – | – | 0.18% | 124 |
|
|
2021
Q3 | $294K | Buy |
+18,490
| New | +$294K | 0.2% | 116 |
|