Sofi Technologies shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 10k | 26.42 |
| 2025-06-30 | $182k | 10k | 18.21 |
| 2025-03-31 | $116k | 10k | 11.63 |
| 2024-12-31 | $169k | 11k | 15.40 |
| 2024-09-30 | $87k | 11k | 7.86 |
| 2024-06-30 | $66k | 10k | 6.61 |
| 2024-03-31 | $146k | 20k | 7.30 |
| 2023-12-31 | $199k | 20k | 9.95 |
| 2023-09-30 | $160k | 20k | 7.99 |
| 2023-06-30 | $167k | 20k | 8.34 |
| 2022-09-30 | $116k | 24k | 4.87 |
| 2022-06-30 | $125k | 24k | 5.25 |
| 2022-03-31 | $235k | 25k | 9.46 |
| 2021-12-31 | $345k | 22k | 15.83 |
More positions owned by Oak Harbor Wealth Partners
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