Sofi Technologies shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $197k | 25k | 7.86 |
| 2024-06-30 | $237k | 36k | 6.61 |
| 2024-03-31 | $79k | 11k | 7.30 |
| 2023-09-30 | $87k | 11k | 7.99 |
| 2023-06-30 | $91k | 11k | 8.34 |
| 2023-03-31 | $66k | 11k | 6.07 |
| 2022-12-31 | $50k | 11k | 4.61 |
| 2022-09-30 | $53k | 11k | 4.89 |
| 2022-06-30 | $57k | 11k | 5.25 |
| 2022-03-31 | $103k | 11k | 9.49 |
| 2021-12-31 | $172k | 11k | 15.85 |
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