Sofi Technologies shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sofi Technologies by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 147k | 7.86 |
| 2024-06-30 | $1.2M | 177k | 6.61 |
| 2024-03-31 | $1.6M | 216k | 7.30 |
| 2023-12-31 | $1.4M | 144k | 9.95 |
| 2023-09-30 | $907k | 114k | 7.99 |
| 2023-06-30 | $837k | 100k | 8.34 |
| 2023-03-31 | $138k | 23k | 6.07 |
| 2022-12-31 | $278k | 60k | 4.61 |
| 2022-09-30 | $105k | 22k | 4.86 |
| 2022-06-30 | $113k | 21k | 5.33 |
| 2022-03-31 | $185k | 20k | 9.45 |