Sofi Technologies shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $137k | 5.2k | 26.18 |
| 2025-09-30 | $136k | 5.1k | 26.42 |
| 2025-06-30 | $94k | 5.1k | 18.21 |
| 2025-03-31 | $60k | 5.1k | 11.63 |
| 2024-12-31 | $87k | 5.6k | 15.40 |
| 2024-09-30 | $33k | 4.2k | 7.86 |
| 2024-06-30 | $29k | 4.4k | 6.61 |
| 2024-03-31 | $33k | 4.5k | 7.30 |
| 2023-12-31 | $28k | 2.8k | 9.95 |
| 2023-09-30 | $23k | 2.8k | 7.99 |
| 2023-06-30 | $24k | 2.9k | 8.34 |
| 2023-03-31 | $17k | 2.8k | 6.07 |
| 2022-12-31 | $14k | 3.0k | 4.61 |
| 2022-09-30 | $14k | 2.9k | 4.78 |
| 2022-06-30 | $13k | 2.5k | 5.16 |
| 2022-03-31 | $30k | 3.2k | 9.38 |
| 2021-12-31 | $23k | 1.5k | 15.33 |
| 2021-09-30 | $30k | 2.0k | 15.38 |
| 2021-06-30 | $38k | 2.0k | 19.00 |