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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

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All positions including Sofi Technologies held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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