Sofi Technologies shares owned by Calton & Associates
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 20k | 26.42 |
| 2025-06-30 | $403k | 22k | 18.21 |
| 2025-03-31 | $263k | 23k | 11.63 |
| 2024-12-31 | $275k | 18k | 15.40 |
| 2024-09-30 | $318k | 40k | 7.86 |
| 2024-06-30 | $201k | 30k | 6.61 |
| 2024-03-31 | $200k | 27k | 7.30 |
| 2023-12-31 | $234k | 24k | 9.95 |
| 2023-09-30 | $160k | 20k | 7.99 |
| 2023-06-30 | $186k | 22k | 8.34 |
| 2023-03-31 | $200k | 33k | 6.07 |
| 2022-12-31 | $168k | 36k | 4.61 |
| 2022-09-30 | $73k | 15k | 4.87 |