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Sofi Technologies shares owned by HighMark Wealth Management

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

Historical chart of HighMark Wealth Management investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 1.2k 26.42
2025-06-30 $21k 1.2k 18.21
2025-03-31 $13k 1.1k 11.63
2024-12-31 $13k 871 15.40
2024-09-30 $6.3k 805 7.86