SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 28,324 Value ($000) $742 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 43,630 Value ($000) $1,153 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 43,769 Value ($000) $797 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 41,397 Value ($000) $481 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 41,446 Value ($000) $638 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 35,971 Value ($000) $283 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 35,717 Value ($000) $236 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 24,572 Value ($000) $179 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 24,535 Value ($000) $244 Avg Close $7.95 Range $6.41 - $10.49