SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2024
Shares 25,000 Value ($000) $385 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 25,000 Value ($000) $197 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 35,849 Value ($000) $237 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 10,849 Value ($000) $79 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 10,849 Value ($000) $108 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 10,849 Value ($000) $87 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 10,849 Value ($000) $90 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 10,849 Value ($000) $66 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 10,849 Value ($000) $50 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 10,849 Value ($000) $53 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 10,849 Value ($000) $57 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 10,849 Value ($000) $103 Avg Close $11.48 Range $7.74 - $16.47