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
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |