SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

CWM, LLC's Holding History (CIK: 0001535847)

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

Q4 2025
Shares 72,830 Value ($000) $2 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 79,140 Value ($000) $2 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 87,333 Value ($000) $2 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 82,399 Value ($000) $1 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 80,786 Value ($000) $1 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 98,956 Value ($000) $1 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 51,284 Value ($000) $0 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 42,133 Value ($000) $0 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 38,721 Value ($000) $0 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 13,649 Value ($000) $0 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 14,111 Value ($000) $0 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 11,979 Value ($000) $0 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 11,419 Value ($000) $0 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 12,890 Value ($000) $63 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 7,304 Value ($000) $38 Avg Close $6.76 Range $4.82 - $10.10
Q4 2021
Shares 1,478 Value ($000) $23 Avg Close $18.35 Range $13.66 - $24.65
Q2 2021
Shares 50 Value ($000) $1 Avg Close $18.54 Range $14.14 - $24.95
Q1 2021
Shares 50 Value ($000) $1 Avg Close $19.74 Range $11.80 - $28.26
Q4 2020
Shares 50 Value ($000) $1 Avg Close — Range —
Q3 2020
Shares 50 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 50 Value ($000) $1 Avg Close — Range —
Q1 2020
Shares 50 Value ($000) $1 Avg Close — Range —
Q4 2019
Shares 50 Value ($000) $1 Avg Close — Range —
Q3 2019
Shares 50 Value ($000) $1 Avg Close — Range —
Q2 2019
Shares 50 Value ($000) $1 Avg Close — Range —
Q1 2019
Shares 50 Value ($000) $1 Avg Close — Range —