Sofi Technologies shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 9.4k | 26.42 |
| 2025-03-31 | $168k | 14k | 11.63 |
| 2024-12-31 | $307k | 20k | 15.40 |
| 2024-09-30 | $79k | 10k | 7.86 |
| 2024-06-30 | $69k | 11k | 6.61 |
| 2024-03-31 | $73k | 10k | 7.30 |
| 2023-12-31 | $100k | 10k | 9.95 |
| 2023-09-30 | $80k | 10k | 7.99 |
| 2023-06-30 | $83k | 10k | 8.34 |
| 2022-12-31 | $61k | 13k | 4.61 |
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