Sofi Technologies shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Sofi Technologies
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All positions including Sofi Technologies held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $286k | 16k | 18.21 |
| 2025-03-31 | $187k | 16k | 11.63 |
| 2024-12-31 | $335k | 22k | 15.40 |
| 2024-09-30 | $176k | 22k | 7.86 |
| 2024-06-30 | $137k | 21k | 6.61 |
| 2024-03-31 | $149k | 20k | 7.30 |
| 2023-12-31 | $195k | 20k | 9.95 |
| 2023-09-30 | $101k | 13k | 7.99 |
| 2023-06-30 | $114k | 14k | 8.34 |
| 2023-03-31 | $111k | 18k | 6.07 |
| 2022-12-31 | $135k | 29k | 4.61 |
| 2022-09-30 | $114k | 23k | 4.89 |
| 2022-06-30 | $73k | 14k | 5.27 |
| 2022-03-31 | $107k | 11k | 9.49 |
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