Sofi Technologies shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $582k | 50k | 11.63 |
| 2024-12-31 | $385k | 25k | 15.40 |
| 2024-09-30 | $314k | 40k | 7.86 |
| 2024-03-31 | $365k | 50k | 7.30 |
| 2023-12-31 | $199k | 20k | 9.95 |
| 2023-09-30 | $151k | 20k | 7.55 |
| 2022-12-31 | $23k | 5.0k | 4.61 |
| 2022-09-30 | $24k | 5.0k | 4.80 |
| 2022-03-31 | $76k | 8.0k | 9.50 |
| 2021-06-30 | $80k | 4.2k | 19.16 |
More positions owned by Carolinas Wealth Consulting
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