Sofi Technologies shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 14k | 26.42 |
| 2025-06-30 | $248k | 14k | 18.21 |
| 2025-03-31 | $158k | 14k | 11.63 |
| 2024-12-31 | $210k | 14k | 15.40 |
| 2024-09-30 | $108k | 14k | 7.86 |
| 2024-06-30 | $89k | 13k | 6.61 |
| 2024-03-31 | $98k | 13k | 7.30 |
| 2023-12-31 | $132k | 13k | 9.95 |
| 2023-09-30 | $110k | 14k | 7.99 |
| 2023-06-30 | $113k | 14k | 8.34 |
| 2023-03-31 | $83k | 14k | 6.07 |
| 2022-12-31 | $63k | 14k | 4.61 |
More positions owned by Worth Financial Advisory Group
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