SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Clay Northam Wealth Management, LLC's Holding History (CIK: 0001915687)

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

Q3 2025
Shares 16,665 Value ($000) $440 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 16,665 Value ($000) $303 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 16,665 Value ($000) $194 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 15,336 Value ($000) $236 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 15,336 Value ($000) $121 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 15,336 Value ($000) $101 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 11,478 Value ($000) $84 Avg Close $7.94 Range $6.82 - $9.81