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
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

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 |
More positions owned by Jamison Private Wealth Management
Home Depot (HD)
View all positions for Jamison Private Wealth Management