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Sofi Technologies shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Sofi Technologies

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All positions including Sofi Technologies held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 19k 26.42
2025-06-30 $306k 17k 18.21
2025-03-31 $131k 11k 11.63
2024-12-31 $324k 21k 15.40
2024-09-30 $188k 24k 7.86
2023-12-31 $309k 31k 9.95
2023-06-30 $171k 21k 8.34
2022-12-31 $81k 18k 4.61