Sofi Technologies shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $93k | 12k | 7.86 |
| 2024-03-31 | $110k | 15k | 7.30 |
| 2023-12-31 | $99k | 9.9k | 9.95 |
| 2023-09-30 | $84k | 11k | 7.99 |
| 2023-06-30 | $81k | 9.7k | 8.34 |
| 2023-03-31 | $63k | 10k | 6.07 |
| 2022-12-31 | $51k | 11k | 4.61 |
| 2022-09-30 | $80k | 16k | 4.89 |
| 2022-06-30 | $61k | 12k | 5.28 |
| 2022-03-31 | $108k | 11k | 9.45 |
| 2021-12-31 | $179k | 11k | 15.81 |
| 2021-09-30 | $121k | 7.6k | 15.87 |
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