Sofi Technologies shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $860k | 33k | 26.42 |
| 2025-06-30 | $665k | 37k | 18.21 |
| 2025-03-31 | $625k | 54k | 11.63 |
| 2024-12-31 | $1.1M | 70k | 15.40 |
| 2024-09-30 | $730k | 93k | 7.86 |
| 2024-06-30 | $580k | 88k | 6.61 |
| 2024-03-31 | $608k | 83k | 7.30 |
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