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Sofi Technologies shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private Wealth Management investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4k 565 7.86
2024-06-30 $3.8k 575 6.61
2024-03-31 $4.2k 575 7.30
2023-12-31 $5.7k 575 9.95
2023-09-30 $4.6k 572 7.99