Capital Advisors Wealth Management, LLC's ownership history for SOFI


Capital Advisors Wealth Management, LLC currently holds 110.8K shares with a market value of $1.8M. It started holding SOFI on 2024-09-30. At its peak, it held 111.9K shares on 2024-12-31. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 108.2K shares on 2024-09-30, with a value of $850.3K on 2024-09-30. In the recent 180 days, Capital Advisors Wealth Management, LLC has increased its shares by 1.7K. In the recent year, Capital Advisors Wealth Management, LLC has increased its shares by 90.


Capital Advisors Wealth Management, LLC's ownership history for SOFI