U.S. Capital Wealth Advisors, LLC's ownership history for SOFI


U.S. Capital Wealth Advisors, LLC currently holds 380.8K shares with a market value of $6.0M. It started holding SOFI on 2024-12-31. At its peak, it held 380.8K shares on 2026-03-31. Its highest holding value was $6.0M on 2026-03-31. At its lowest, it held 11.2K shares on 2025-09-30, with a value of $185.3K on 2025-03-31. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has increased its shares by 369.6K. In the recent year, U.S. Capital Wealth Advisors, LLC has increased its shares by 364.9K.


U.S. Capital Wealth Advisors, LLC's ownership history for SOFI