Skip to main content

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Evoke Wealth, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of SOFI by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,908−100.0%Sold outHolders
Q3 20223,908$19.0K<0.1%+408+11.7%AddedHolders
Q2 20223,500$18.0K<0.1%00.0%UnchangedHolders
Q1 20223,500$33.0K<0.1%00.0%UnchangedHolders
Q4 20213,500$55.0K<0.1%00.0%UnchangedHolders
Q3 20213,500$55.0K<0.1%+3,500NewHolders