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
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Sofi Technologies by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Tradition Wealth Management