GoalVest Advisory LLC's ownership history for SOFI

GoalVest Advisory LLC currently holds 340 shares with a market value of $5.4K. It started holding SOFI on 2024-12-31. At its peak, it held 481 shares on 2024-12-31. Its highest holding value was $8.9K on 2025-12-31. At its lowest, it held 260 shares on 2025-09-30, with a value of $5.4K on 2026-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 80.