Sofi Technologies shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 26k | 26.42 |
| 2025-06-30 | $439k | 24k | 18.21 |
| 2025-03-31 | $282k | 24k | 11.63 |
| 2024-12-31 | $386k | 25k | 15.40 |
| 2024-09-30 | $247k | 32k | 7.86 |
| 2024-06-30 | $198k | 30k | 6.61 |
| 2024-03-31 | $231k | 32k | 7.30 |
| 2023-12-31 | $1.4M | 143k | 9.95 |
| 2023-09-30 | $235k | 29k | 7.99 |
| 2023-06-30 | $1.4M | 169k | 8.34 |
| 2023-03-31 | $178k | 29k | 6.07 |
| 2022-12-31 | $106k | 23k | 4.61 |
| 2022-09-30 | $124k | 26k | 4.87 |
| 2022-06-30 | $114k | 22k | 5.27 |
| 2022-03-31 | $191k | 20k | 9.45 |
| 2021-12-31 | $283k | 18k | 15.83 |
| 2021-09-30 | $296k | 19k | 15.91 |
More positions owned by Steward Partners Investment Advisory
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