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Sofi Technologies shares owned by CI Private Wealth

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Sofi Technologies

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All positions including Sofi Technologies held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 694k 5.73
2025-09-30 $3.9M 146k 26.42
2025-06-30 $2.3M 125k 18.21
2025-03-31 $1.2M 103k 11.63
2024-12-31 $1.3M 88k 15.40
2024-09-30 $776k 99k 7.86
2024-06-30 $485k 73k 6.61
2024-03-31 $490k 67k 7.30
2023-12-31 $700k 70k 9.95
2023-09-30 $541k 68k 7.99
2023-06-30 $480k 58k 8.34
2023-03-31 $355k 58k 6.08
2022-12-31 $187k 41k 4.54