Sofi Technologies shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Sofi Technologies
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All positions including Sofi Technologies held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Sofi Technologies by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 21k | 26.42 |
| 2025-06-30 | $395k | 21k | 19.24 |
| 2025-03-31 | $242k | 21k | 11.63 |
| 2024-12-31 | $309k | 20k | 15.40 |
| 2024-09-30 | $162k | 21k | 7.86 |
| 2024-06-30 | $131k | 20k | 6.61 |
| 2024-03-31 | $89k | 12k | 7.30 |