Cassaday & Co Wealth Management LLC's ownership history for SOFI

Cassaday & Co Wealth Management LLC currently holds 9.1K shares with a market value of $144.3K. It started holding SOFI on 2024-09-30. At its peak, it held 19.9K shares on 2024-12-31. Its highest holding value was $306.5K on 2024-12-31. At its lowest, it held 9.1K shares on 2026-03-31, with a value of $78.6K on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 310. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 10.8K.