SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 718 Value ($000) $19 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 476 Value ($000) $13 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 476 Value ($000) $9 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 696 Value ($000) $8 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 410 Value ($000) $6 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 384 Value ($000) $3 Avg Close $7.27 Range $6.01 - $8.53