Sofi Technologies shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 71k | 26.42 |
| 2025-06-30 | $1.3M | 71k | 18.21 |
| 2025-03-31 | $854k | 73k | 11.63 |
| 2024-12-31 | $1.1M | 72k | 15.40 |
| 2024-09-30 | $566k | 72k | 7.86 |
| 2024-06-30 | $450k | 68k | 6.61 |
| 2024-03-31 | $436k | 60k | 7.30 |
| 2023-12-31 | $112k | 11k | 9.95 |
| 2023-09-30 | $90k | 11k | 7.99 |
| 2023-06-30 | $211k | 25k | 8.34 |
| 2023-03-31 | $157k | 26k | 6.07 |
| 2022-12-31 | $119k | 26k | 4.62 |
| 2022-09-30 | $127k | 26k | 4.89 |
| 2022-06-30 | $109k | 21k | 5.26 |
| 2022-03-31 | $208k | 22k | 9.44 |
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