SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Cassaday & Co Wealth Management LLC's Holding History (CIK: 0001963612)

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

Q4 2025
Shares 9,400 Value ($000) $246 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 9,400 Value ($000) $248 Avg Close $23.73 Range $17.35 - $30.30
Q1 2025
Shares 14,400 Value ($000) $167 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 19,900 Value ($000) $306 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 10,000 Value ($000) $79 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 10,450 Value ($000) $69 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 10,000 Value ($000) $73 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 10,000 Value ($000) $100 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 10,000 Value ($000) $80 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 10,000 Value ($000) $83 Avg Close $6.52 Range $4.45 - $10.23
Q4 2022
Shares 13,224 Value ($000) $61 Avg Close $4.96 Range $4.24 - $6.47