Position in SOFI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4
-$3,966 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#910
of 912 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PIN OAK INVESTMENT ADVISORS INC holds $440,374 across 5 Credit Services names. SOFI ranks #5 (0.0% of the industry book) .
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4 | 250 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,970 | 250 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,642 | 100 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1 | 100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1 | 100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $786 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,759 | 720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,256 | 720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,164 | 720 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,752 | 720 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,004 | 720 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,763 | 620 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,858 | 620 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,489 | 920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,902 | 1,120 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,395 | 1,100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,229 | 900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,940 | 500 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||