Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Xcel Wealth Management, 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 2026)
- 269,738
- Value
- $4.84M
- % of portfolio
- 1.2%
- Quarters held
- 18
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 269,738 | $4.84M | 1.2% | +110,773+69.7% | Added | Holders |
| Q1 2026 | 158,965 | $2.52M | 0.7% | +89,033+127.3% | Added | Holders |
| Q4 2025 | 69,932 | $1.83M | 0.5% | −1,000−1.4% | Reduced | Holders |
| Q3 2025 | 70,932 | $1.87M | 0.5% | +392+0.6% | Added | Holders |
| Q2 2025 | 70,540 | $1.28M | 0.4% | −2,860−3.9% | Reduced | Holders |
| Q1 2025 | 73,400 | $853.6K | 0.3% | +1,680+2.3% | Added | Holders |
| Q4 2024 | 71,720 | $1.10M | 0.3% | −300−0.4% | Reduced | Holders |
| Q3 2024 | 72,020 | $566.1K | 0.2% | +4,000+5.9% | Added | Holders |
| Q2 2024 | 68,020 | $449.6K | 0.1% | +8,250+13.8% | Added | Holders |
| Q1 2024 | 59,770 | $436.3K | 0.1% | +48,470+428.9% | Added | Holders |
| Q4 2023 | 11,300 | $112.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 11,300 | $90.3K | <0.1% | −13,980−55.3% | Reduced | Holders |
| Q2 2023 | 25,280 | $210.8K | 0.1% | −500−1.9% | Reduced | Holders |
| Q1 2023 | 25,780 | $156.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 25,780 | $118.8K | <0.1% | −200−0.8% | Reduced | Holders |
| Q3 2022 | 25,980 | $127.0K | <0.1% | +5,250+25.3% | Added | Holders |
| Q2 2022 | 20,730 | $109.0K | <0.1% | −1,300−5.9% | Reduced | Holders |
| Q1 2022 | 22,030 | $208.0K | 0.1% | +22,030 | New | Holders |