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Sofi Technologies shares owned by Gilliland Jeter Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Gilliland Jeter Wealth Management from 13F filings

Historical chart of Gilliland Jeter Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Gilliland Jeter Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Gilliland Jeter Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 12k 26.18
2025-09-30 $304k 12k 26.42
2025-06-30 $209k 12k 18.21
2025-03-31 $134k 12k 11.63
2024-12-31 $177k 12k 15.40
2024-09-30 $47k 6.0k 7.86