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180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by 180 Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of SOFI by 180 Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−15,145−100.0%Sold outHolders
Q1 202315,145$91.9K<0.1%−905−5.6%ReducedHolders
Q4 202216,050$91.6K<0.1%+3,670+29.6%AddedHolders
Q3 202212,380$60.0K<0.1%+555+4.7%AddedHolders
Q2 202211,825$64.0K<0.1%+11,825NewHolders
Q1 20220$00.0%−13,850−100.0%Sold outHolders
Q4 202113,850$192.0K<0.1%−1,450−9.5%ReducedHolders
Q3 202115,300$297.0K0.1%+15,300NewHolders