SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 3,389 Value ($000) $89 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 4,585 Value ($000) $121 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 3,436 Value ($000) $63 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 4,252 Value ($000) $49 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 8,991 Value ($000) $138 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 10,184 Value ($000) $80 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 11,938 Value ($000) $90 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 13,335 Value ($000) $90 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 12,167 Value ($000) $121 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 12,192 Value ($000) $97 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 13,267 Value ($000) $111 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 29,856 Value ($000) $181 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 38,056 Value ($000) $175 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 594 Value ($000) $3 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 159 Value ($000) $1 Avg Close $6.76 Range $4.82 - $10.10