Sofi Technologies shares owned by LM Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $120k | 3.2k | 38.19 |
| 2025-09-30 | $3.3M | 127k | 26.42 |
| 2025-06-30 | $2.5M | 135k | 18.21 |
| 2025-03-31 | $1.6M | 140k | 11.63 |
| 2024-12-31 | $2.0M | 128k | 15.40 |
| 2024-09-30 | $1.0M | 133k | 7.86 |
| 2024-03-31 | $1.1M | 144k | 7.30 |
| 2023-12-31 | $1.7M | 168k | 9.95 |