SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 58,648 Value ($000) $1,535 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 71,680 Value ($000) $1,894 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 103,797 Value ($000) $1,890 Avg Close $13.19 Range $8.60 - $18.92
Q4 2024
Shares 49,586 Value ($000) $764 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 46,602 Value ($000) $366 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 38,279 Value ($000) $253 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 36,829 Value ($000) $269 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 6,879 Value ($000) $53 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 6,855 Value ($000) $51 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 6,842 Value ($000) $57 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 5,435 Value ($000) $26 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 1,263 Value ($000) $6 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 1,413 Value ($000) $8 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 413 Value ($000) $2 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 413 Value ($000) $3 Avg Close $11.48 Range $7.74 - $16.47
Q2 2021
Shares 225 Value ($000) $4 Avg Close $18.54 Range $14.14 - $24.95