Sarver Vrooman Wealth Advisors »

Sofi Technologies shares owned by Sarver Vrooman Wealth Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Sarver Vrooman Wealth Advisors from 13F filings

Historical chart of Sarver Vrooman Wealth Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 390 26.18
2025-09-30 $1.1k 40 26.43
2025-06-30 $728 40 18.20
2025-03-31 $465 40 11.63