SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 69,932 Value ($000) $1,831 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 70,932 Value ($000) $1,874 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 70,540 Value ($000) $1,285 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 73,400 Value ($000) $854 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 71,720 Value ($000) $1,104 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 72,020 Value ($000) $566 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 68,020 Value ($000) $450 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 59,770 Value ($000) $436 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 11,300 Value ($000) $112 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 11,300 Value ($000) $90 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 25,280 Value ($000) $211 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 25,780 Value ($000) $156 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 25,780 Value ($000) $119 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 25,980 Value ($000) $127 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 20,730 Value ($000) $109 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 22,030 Value ($000) $208 Avg Close $11.48 Range $7.74 - $16.47