Sofi Technologies shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 274k | 28.14 |
| 2025-06-30 | $3.7M | 200k | 18.57 |
| 2025-03-31 | $5.2M | 450k | 11.63 |
| 2024-12-31 | $6.8M | 440k | 15.40 |
| 2024-06-30 | $2.6M | 388k | 6.61 |
| 2024-03-31 | $2.6M | 362k | 7.30 |
| 2023-12-31 | $1.1M | 114k | 9.95 |
| 2023-09-30 | $460k | 58k | 7.99 |
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