SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 694,118 Value ($000) $4,781 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 145,734 Value ($000) $3,851 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 125,291 Value ($000) $2,257 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 103,222 Value ($000) $1,200 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 87,618 Value ($000) $1,349 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 98,722 Value ($000) $776 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 73,347 Value ($000) $485 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 67,149 Value ($000) $490 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 70,321 Value ($000) $700 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 67,733 Value ($000) $541 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 57,523 Value ($000) $480 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 58,376 Value ($000) $354 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 41,270 Value ($000) $189 Avg Close $4.96 Range $4.24 - $6.47