Sofi Technologies shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 113k | 26.42 |
| 2025-06-30 | $1.5M | 81k | 18.21 |
| 2025-03-31 | $849k | 73k | 11.63 |
| 2024-12-31 | $971k | 63k | 15.40 |
| 2024-09-30 | $452k | 58k | 7.86 |
| 2024-06-30 | $368k | 56k | 6.61 |
| 2024-03-31 | $383k | 52k | 7.30 |
| 2023-12-31 | $330k | 33k | 9.94 |
| 2023-09-30 | $214k | 27k | 8.00 |
| 2023-06-30 | $139k | 17k | 8.34 |
| 2023-03-31 | $94k | 15k | 6.09 |
| 2022-12-31 | $33k | 7.1k | 4.68 |
| 2022-09-30 | $34k | 7.1k | 4.82 |
| 2022-06-30 | $37k | 7.1k | 5.24 |
| 2022-03-31 | $55k | 5.8k | 9.43 |
| 2021-12-31 | $3.0k | 160 | 18.75 |
More positions owned by Tradition Wealth Management
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