Sofi Technologies shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Sofi Technologies
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All positions including Sofi Technologies held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sofi Technologies by Alta Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.1M | 71k | 15.40 |
2024-09-30 | $556k | 71k | 7.86 |
2024-06-30 | $350k | 53k | 6.61 |
2024-03-31 | $390k | 53k | 7.30 |
2023-12-31 | $532k | 53k | 9.95 |
2023-09-30 | $433k | 54k | 7.99 |
2023-06-30 | $478k | 57k | 8.34 |
2023-03-31 | $360k | 59k | 6.07 |
2022-12-31 | $273k | 59k | 4.61 |
2022-09-30 | $387k | 79k | 4.87 |
2022-06-30 | $451k | 84k | 5.34 |