Sofi Technologies shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 753k | 26.42 |
| 2025-06-30 | $14M | 763k | 18.21 |
| 2025-03-31 | $7.0M | 605k | 11.63 |
| 2024-12-31 | $9.1M | 593k | 15.40 |
| 2024-09-30 | $4.1M | 525k | 7.86 |
| 2024-06-30 | $3.3M | 505k | 6.61 |
| 2024-03-31 | $3.4M | 459k | 7.30 |
| 2023-12-31 | $4.5M | 448k | 9.95 |
| 2023-09-30 | $3.1M | 390k | 7.99 |
| 2023-06-30 | $2.8M | 331k | 8.34 |
| 2023-03-31 | $1.2M | 204k | 6.07 |
| 2022-12-31 | $916k | 199k | 4.61 |
| 2022-09-30 | $993k | 204k | 4.88 |
| 2022-06-30 | $1.0M | 191k | 5.27 |
| 2021-12-31 | $3.8M | 239k | 15.81 |
| 2021-09-30 | $246k | 16k | 15.83 |
More positions owned by Baltimore-Washington Financial Advisors
View all positions for Baltimore-Washington Financial Advisors