SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Alta Wealth Advisors LLC's Holding History (CIK: 0001843826)

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

Q4 2025
Shares 66,148 Value ($000) $1,732 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 65,969 Value ($000) $1,743 Avg Close $23.73 Range $17.35 - $30.30
Q1 2025
Shares 67,219 Value ($000) $782 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 70,719 Value ($000) $1,089 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 70,719 Value ($000) $556 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 52,949 Value ($000) $350 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 53,449 Value ($000) $390 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 53,449 Value ($000) $532 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 54,149 Value ($000) $433 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 57,299 Value ($000) $478 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 59,299 Value ($000) $360 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 59,299 Value ($000) $273 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 79,399 Value ($000) $387 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 84,399 Value ($000) $451 Avg Close $6.76 Range $4.82 - $10.10