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Sofi Technologies shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Sofi Technologies

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All positions including Sofi Technologies held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 11k 26.42
2025-06-30 $194k 11k 18.21
2025-03-31 $124k 11k 11.63
2024-12-31 $164k 11k 15.40
2024-09-30 $84k 11k 7.86
2024-03-31 $168k 23k 7.30
2023-12-31 $229k 23k 9.95
2023-09-30 $124k 16k 7.99