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
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 77k | 18.34 |
| 2025-03-31 | $2.4M | 204k | 11.63 |
| 2024-12-31 | $4.6M | 300k | 15.40 |
| 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 | $1.2M | 260k | 4.61 |
| 2022-09-30 | $1.2M | 254k | 4.88 |
| 2022-06-30 | $1.1M | 207k | 5.27 |
| 2022-03-31 | $1.2M | 127k | 9.45 |