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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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All positions including Sofi Technologies held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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