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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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All positions including Sofi Technologies held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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