SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 109,483 Value ($000) $2,866 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 109,082 Value ($000) $2,882 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 110,357 Value ($000) $2,010 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 110,702 Value ($000) $1,287 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 111,887 Value ($000) $1,723 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 108,179 Value ($000) $850 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 102,999 Value ($000) $681 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 102,513 Value ($000) $748 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 99,363 Value ($000) $989 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 93,013 Value ($000) $743 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 81,608 Value ($000) $681 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 75,323 Value ($000) $457 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 73,178 Value ($000) $337 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 76,898 Value ($000) $375 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 14,858 Value ($000) $78 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 12,474 Value ($000) $118 Avg Close $11.48 Range $7.74 - $16.47