Sofi Technologies shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sofi Technologies by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16M | 1.0M | 15.53 |
| 2025-12-31 | $466k | 17k | 27.14 |
| 2025-09-30 | $399k | 13k | 30.63 |
| 2025-06-30 | $445k | 19k | 23.65 |
| 2025-03-31 | $247k | 19k | 13.27 |
| 2024-12-31 | $264k | 19k | 14.15 |
| 2024-09-30 | $400k | 38k | 10.42 |
| 2024-06-30 | $251k | 38k | 6.54 |
More positions owned by Diversify Wealth Management
View all positions for Diversify Wealth Management