Sofi Technologies shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98k | 3.7k | 26.42 |
| 2025-06-30 | $61k | 3.3k | 18.21 |
| 2025-03-31 | $38k | 3.2k | 11.63 |
| 2024-12-31 | $48k | 3.2k | 14.91 |
| 2024-09-30 | $20k | 1.5k | 13.50 |