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Sofi Technologies shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Sofi Technologies

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All positions including Sofi Technologies held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $324k 12k 26.18
2025-09-30 $627k 24k 26.42
2025-06-30 $482k 27k 18.21
2025-03-31 $339k 29k 11.63
2024-12-31 $532k 35k 15.40
2024-09-30 $153k 20k 7.86
2022-06-30 $54k 10k 5.22