SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 41,465 Value ($000) $1,086 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 32,565 Value ($000) $860 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 36,515 Value ($000) $665 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 53,715 Value ($000) $625 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 69,715 Value ($000) $1,074 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 92,813 Value ($000) $730 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 87,813 Value ($000) $580 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 83,306 Value ($000) $608 Avg Close $7.94 Range $6.82 - $9.81