Compound Planning, Inc.'s ownership history for SOFI

Compound Planning, Inc. currently holds 31.4K shares with a market value of $829.3K. It started holding SOFI on 2024-09-30. At its peak, it held 54.3K shares on 2024-09-30. Its highest holding value was $829.3K on 2025-09-30. At its lowest, it held 21.2K shares on 2024-12-31, with a value of $298.5K on 2025-03-31. In the recent 180 days, Compound Planning, Inc. has increased its shares by 5.7K. In the recent year, Compound Planning, Inc. has decreased its shares by 22.9K.