Sofi Technologies shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 291k | 26.42 |
| 2025-06-30 | $4.7M | 258k | 18.21 |
| 2025-03-31 | $3.1M | 266k | 11.63 |
| 2024-12-31 | $4.3M | 278k | 15.40 |
| 2024-09-30 | $2.2M | 281k | 7.86 |
| 2024-06-30 | $1.8M | 280k | 6.61 |
| 2024-03-31 | $1.9M | 260k | 7.30 |
| 2023-12-31 | $2.4M | 243k | 9.95 |
| 2023-09-30 | $1.8M | 227k | 7.99 |
| 2023-06-30 | $1.9M | 227k | 8.34 |
| 2023-03-31 | $1.1M | 188k | 6.07 |
| 2022-12-31 | $172k | 37k | 4.61 |
| 2022-09-30 | $1.3M | 261k | 4.88 |
| 2022-06-30 | $1.4M | 260k | 5.27 |
| 2021-12-31 | $7.3M | 460k | 15.81 |
| 2021-09-30 | $7.3M | 457k | 15.88 |