Xcel Wealth Management, LLC's ownership history for SOFI

Xcel Wealth Management, LLC currently holds 159.0K shares with a market value of $2.5M. It started holding SOFI on 2024-09-30. At its peak, it held 159.0K shares on 2026-03-31. Its highest holding value was $2.5M on 2026-03-31. At its lowest, it held 69.9K shares on 2025-12-31, with a value of $566.1K on 2024-09-30. In the recent 180 days, Xcel Wealth Management, LLC has increased its shares by 88.0K. In the recent year, Xcel Wealth Management, LLC has increased its shares by 85.6K.