Back to SOFI
San Luis Wealth Advisors LLC → SOFI
San Luis Wealth Advisors LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
13
Latest value
$58
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $6K |
| Q3 2025 | $1.5M |
| Q3 2025 | $12K |
| Q4 2025 | $1.4M |
| Q4 2025 | $11K |
| Q1 2026 | $880K |
| Q2 2026 | $994K |
| Q2 2026 | $201 |
| Q3 2026 | $994K |
| Q3 2026 | $201 |
| Q3 2026 | $6.7M |
| Q3 2026 | $58 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $58 | 100 | — | — |
| Q3 2026 | $6.7M | 425.4K | — | — |
| Q3 2026 | $201 | 100 | — | — |
| Q3 2026 | $994K | 55.4K | — | — |
| Q2 2026 | $201 | 100 | — | — |
| Q2 2026 | $994K | 55.4K | — | — |
| Q1 2026 | $880K | 55.4K | — | — |
| Q4 2025 | $11K | 800 | — | — |
| Q4 2025 | $1.4M | 54.7K | — | — |
| Q3 2025 | $12K | 800 | — | — |
| Q3 2025 | $1.5M | 55.8K | — | — |
| Q3 2025 | $6K | 800 | — | — |
| Q3 2025 | $1M | 57.2K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M