SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,055 Value ($000) $420 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 8,208 Value ($000) $217 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 16,631 Value ($000) $303 Avg Close $13.19 Range $8.60 - $18.92
Q4 2024
Shares 13,544 Value ($000) $209 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 16,017 Value ($000) $126 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 108,943 Value ($000) $720 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 127,136 Value ($000) $1,016 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 120,648 Value ($000) $1,200 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 127,136 Value ($000) $1,016 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 136,665 Value ($000) $1,140 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 150,104 Value ($000) $911 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 143,392 Value ($000) $661 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 143,515 Value ($000) $701 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 60,656 Value ($000) $320 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 63,462 Value ($000) $600 Avg Close $11.48 Range $7.74 - $16.47
Q4 2021
Shares 53,045 Value ($000) $839 Avg Close $18.35 Range $13.66 - $24.65
Q3 2021
Shares 56,810 Value ($000) $903 Avg Close $15.67 Range $13.56 - $19.24
Q2 2021
Shares 19,500 Value ($000) $374 Avg Close $18.54 Range $14.14 - $24.95