Sofi Technologies shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 58k | 18.21 |
| 2025-06-30 | $1.0M | 58k | 18.05 |
| 2025-03-31 | $919k | 60k | 15.23 |
| 2024-12-31 | $919k | 60k | 15.23 |
| 2024-09-30 | $466k | 60k | 7.74 |
| 2024-06-30 | $392k | 60k | 6.51 |
| 2024-03-31 | $429k | 59k | 7.29 |
| 2023-12-31 | $587k | 59k | 9.95 |
| 2023-09-30 | $487k | 61k | 7.99 |
| 2023-06-30 | $506k | 61k | 8.34 |
| 2023-03-31 | $368k | 61k | 6.06 |
| 2022-12-31 | $284k | 62k | 4.62 |
| 2022-09-30 | $314k | 64k | 4.88 |
| 2022-06-30 | $338k | 64k | 5.27 |
| 2022-03-31 | $949k | 60k | 15.82 |
| 2021-12-31 | $949k | 60k | 15.82 |
| 2021-09-30 | $954k | 60k | 15.89 |