Sofi Technologies shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 17k | 25.97 |
| 2025-06-30 | $322k | 17k | 18.59 |
| 2025-03-31 | $201k | 17k | 11.59 |