MAI Capital Management's ownership history for SOFI

MAI Capital Management currently holds 47.9K shares with a market value of $761.1K. It started holding SOFI on 2024-12-31. At its peak, it held 47.9K shares on 2026-03-31. Its highest holding value was $761.1K on 2026-03-31. At its lowest, it held 3.0K shares on 2024-12-31, with a value of $35.9K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its shares by 41.1K. In the recent year, MAI Capital Management has increased its shares by 44.8K.

It has also owned 9 contracts of calls, with the market value of the underlying securities totaling $14.3K on 2024-12-31. At its peak, it held 17 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $44.9K on 2025-09-30. At its lowest, it held 9 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $14.3K on 2026-03-31. In the recent 180 days, MAI Capital Management has decreased its holdings by 8 contracts. In the recent year, MAI Capital Management has decreased its holdings by 5 contracts.