Sofi Technologies shares owned by Fermata Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 16k | 26.42 |
| 2025-06-30 | $286k | 16k | 18.21 |
| 2025-03-31 | $145k | 13k | 11.63 |
| 2024-12-31 | $192k | 13k | 15.40 |
| 2024-09-30 | $98k | 13k | 7.86 |
| 2024-06-30 | $76k | 12k | 6.61 |