SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 9,707 Value ($000) $254 Avg Close $27.87 Range $23.52 - $32.73
Q1 2025
Shares 192,811 Value ($000) $2,242 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 286,461 Value ($000) $4,411 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 375,765 Value ($000) $2,954 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 382,844 Value ($000) $2,531 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 376,722 Value ($000) $2,750 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 377,022 Value ($000) $3,751 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 375,514 Value ($000) $3,000 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 223,205 Value ($000) $3,132 Avg Close $6.52 Range $4.45 - $10.23
Q3 2022
Shares 13,821 Value ($000) $67 Avg Close $6.33 Range $4.79 - $8.52