Sofi Technologies shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 32k | 26.42 |
| 2025-06-30 | $423k | 23k | 18.21 |
| 2025-03-31 | $277k | 24k | 11.63 |
| 2024-12-31 | $344k | 22k | 15.40 |
| 2024-09-30 | $171k | 22k | 7.86 |
| 2024-06-30 | $135k | 20k | 6.61 |
| 2024-03-31 | $149k | 20k | 7.30 |
| 2023-12-31 | $198k | 20k | 9.95 |
| 2023-09-30 | $159k | 20k | 7.99 |
| 2023-06-30 | $166k | 20k | 8.34 |
| 2023-03-31 | $87k | 14k | 6.07 |
| 2022-03-31 | $103k | 11k | 9.45 |
More positions owned by Pensionmark Financial Group
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