Sofi Technologies shares owned by West Financial Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3k | 49 | 26.43 |
| 2025-06-30 | $893 | 49 | 18.22 |
| 2025-03-31 | $570 | 49 | 11.63 |
| 2024-12-31 | $755 | 49 | 15.41 |
| 2024-09-30 | $386 | 49 | 7.88 |
| 2024-06-30 | $323 | 49 | 6.61 |
| 2024-03-31 | $357 | 49 | 7.31 |
| 2023-12-31 | $488 | 49 | 9.96 |
| 2023-09-30 | $392 | 49 | 8.00 |
| 2023-06-30 | $408 | 49 | 8.35 |
| 2023-03-31 | $297 | 49 | 6.08 |