Sofi Technologies shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65k | 2.5k | 26.42 |
| 2025-06-30 | $45k | 2.5k | 18.21 |
| 2025-03-31 | $29k | 2.5k | 11.63 |
| 2024-12-31 | $38k | 2.5k | 15.40 |