Summit Financial, LLC's ownership history for SOFI

Summit Financial, LLC currently holds 723.6K shares with a market value of $18.9M. It started holding SOFI on 2025-09-30. At its peak, it held 723.6K shares on 2025-12-31. Its highest holding value was $18.9M on 2025-12-31. At its lowest, it held 625.4K shares on 2025-09-30, with a value of $16.5M on 2025-09-30.