Fermata Advisors, LLC's ownership history for SOFI

Fermata Advisors, LLC currently holds 15.7K shares with a market value of $411.3K. It started holding SOFI on 2024-09-30. At its peak, it held 15.7K shares on 2025-06-30. Its highest holding value was $415.1K on 2025-09-30. At its lowest, it held 12.5K shares on 2024-09-30, with a value of $98.1K on 2024-09-30. In the recent 180 days, Fermata Advisors, LLC has increased its shares by 0. In the recent year, Fermata Advisors, LLC has increased its shares by 3.2K.