Sofi Technologies shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 109k | 26.42 |
| 2025-06-30 | $2.0M | 110k | 18.21 |
| 2025-03-31 | $1.3M | 111k | 11.63 |
| 2024-12-31 | $1.7M | 112k | 15.40 |
| 2024-09-30 | $850k | 108k | 7.86 |
| 2024-06-30 | $681k | 103k | 6.61 |
| 2024-03-31 | $748k | 103k | 7.30 |
| 2023-12-31 | $989k | 99k | 9.95 |
| 2023-09-30 | $743k | 93k | 7.99 |
| 2023-06-30 | $681k | 82k | 8.34 |
| 2023-03-31 | $457k | 75k | 6.07 |
| 2022-12-31 | $338k | 73k | 4.61 |
| 2022-09-30 | $375k | 77k | 4.88 |
| 2022-06-30 | $78k | 15k | 5.25 |
| 2022-03-31 | $118k | 13k | 9.46 |
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