Sofi Technologies shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 376k | 7.86 |
| 2024-06-30 | $2.5M | 383k | 6.61 |
| 2024-03-31 | $2.8M | 377k | 7.30 |
| 2023-12-31 | $3.8M | 377k | 9.95 |
| 2023-09-30 | $3.0M | 376k | 7.99 |
| 2023-06-30 | $3.1M | 223k | 14.03 |
| 2022-09-30 | $67k | 14k | 4.85 |