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 |
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|
2025
Q4 | $484K | Hold |
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|
2025
Q3 | $489K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $145K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $184K | Hold |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $852K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $292K | Hold |
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|
2021
Q3 | $294K | Buy |
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