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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

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Quarterly 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