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Sofi Technologies shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 548k 7.86
2024-06-30 $3.1M 467k 6.61
2024-03-31 $3.1M 431k 7.30
2023-12-31 $3.3M 329k 9.95
2023-09-30 $2.4M 306k 7.99
2023-06-30 $2.2M 266k 8.34
2023-03-31 $1.9M 308k 6.07
2022-12-31 $1.1M 247k 4.61
2022-09-30 $1.6M 326k 4.88
2022-06-30 $1.1M 207k 5.27
2022-03-31 $1.2M 127k 9.45