SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 30,905 Value ($000) $809 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 25,604 Value ($000) $676 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 24,093 Value ($000) $439 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 24,248 Value ($000) $282 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 25,071 Value ($000) $386 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 31,471 Value ($000) $247 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 30,021 Value ($000) $198 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 31,596 Value ($000) $231 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 142,534 Value ($000) $1,418 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 29,434 Value ($000) $235 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 168,899 Value ($000) $1,409 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 29,234 Value ($000) $177 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 22,969 Value ($000) $106 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 25,469 Value ($000) $124 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 21,626 Value ($000) $114 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 20,210 Value ($000) $191 Avg Close $11.48 Range $7.74 - $16.47
Q4 2021
Shares 17,878 Value ($000) $283 Avg Close $18.35 Range $13.66 - $24.65
Q3 2021
Shares 18,609 Value ($000) $296 Avg Close $15.67 Range $13.56 - $19.24
Q2 2021
Shares 15,109 Value ($000) $290 Avg Close $18.54 Range $14.14 - $24.95