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
Download as csvQuarterly 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 |
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