Sofi Technologies shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.0M | 381k | 15.88 |
| 2025-12-31 | $345k | 13k | 26.18 |
| 2025-09-30 | $296k | 11k | 26.42 |
| 2025-06-30 | $229k | 13k | 18.21 |
| 2025-03-31 | $185k | 16k | 11.63 |
| 2024-12-31 | $192k | 13k | 15.40 |
| 2024-06-30 | $105k | 16k | 6.61 |
| 2022-12-31 | $38k | 8.2k | 4.61 |
| 2021-12-31 | $222k | 14k | 15.83 |
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