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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

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Quarterly reported holdings in Sofi Technologies by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
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 $3.8k 4.9k 0.77
2021-09-30 $246k 16k 15.83