Sofi Technologies shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sofi Technologies by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 64k | 26.42 |
| 2025-06-30 | $518k | 28k | 18.21 |
| 2025-03-31 | $325k | 28k | 11.63 |
| 2024-12-31 | $676k | 44k | 15.40 |
| 2024-09-30 | $914k | 116k | 7.86 |
| 2024-06-30 | $772k | 117k | 6.61 |
| 2024-03-31 | $295k | 40k | 7.30 |
| 2023-12-31 | $345k | 35k | 9.95 |
| 2023-09-30 | $277k | 35k | 7.99 |
| 2023-06-30 | $306k | 37k | 8.34 |
| 2023-03-31 | $223k | 37k | 6.07 |
| 2022-12-31 | $170k | 37k | 4.61 |
| 2022-09-30 | $179k | 37k | 4.87 |
| 2022-06-30 | $154k | 29k | 5.28 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors