Pointe Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,490	Closed	-$484K	–	163
2025 Q4	$484K	Hold	18,490	–	–	0.24%	92
2025 Q3	$489K	Hold	18,490	–	–	0.24%	93
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	+$290K	0.2%	116