Sofi Technologies shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Sofi Technologies
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All positions including Sofi Technologies held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53k | 2.0k | 26.42 |
| 2025-06-30 | $36k | 2.0k | 18.21 |
| 2025-03-31 | $23k | 2.0k | 11.63 |
| 2024-12-31 | $31k | 2.0k | 15.40 |
| 2024-09-30 | $16k | 2.0k | 7.86 |
| 2024-06-30 | $13k | 2.0k | 6.61 |
| 2024-03-31 | $15k | 2.0k | 7.30 |
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