Sofi Technologies shares owned by Davy Asset Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Davy Asset Management
from 13F filings
Historical chart of Davy Asset Management investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Davy Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Davy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 90k | 26.42 |
| 2025-06-30 | $840k | 46k | 18.21 |
| 2024-12-31 | $408k | 27k | 15.40 |
| 2024-09-30 | $130k | 17k | 7.86 |
| 2024-06-30 | $69k | 10k | 6.61 |