SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 22,017 Value ($000) $576 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 21,790 Value ($000) $576 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 18,620 Value ($000) $339 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 18,106 Value ($000) $211 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 15,001 Value ($000) $231 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 17,440 Value ($000) $137 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 19,600 Value ($000) $130 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 17,424 Value ($000) $127 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 94,769 Value ($000) $722 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 111,637 Value ($000) $892 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 91,871 Value ($000) $766 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 50,335 Value ($000) $306 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 72,049 Value ($000) $332 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 71,699 Value ($000) $350 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 66,814 Value ($000) $352 Avg Close $6.76 Range $4.82 - $10.10
Q4 2021
Shares 22,464 Value ($000) $355 Avg Close $18.35 Range $13.66 - $24.65
Q3 2021
Shares 19,716 Value ($000) $313 Avg Close $15.67 Range $13.56 - $19.24