Palacios Wealth Management, LLC's ownership history for SOFI

Palacios Wealth Management, LLC currently holds 14.1K shares with a market value of $227.8K. It started holding SOFI on 2025-06-30. At its peak, it held 14.1K shares on 2026-03-31. Its highest holding value was $328.4K on 2025-09-30. At its lowest, it held 9.0K shares on 2025-12-31, with a value of $194.8K on 2025-06-30. In the recent 180 days, Palacios Wealth Management, LLC has increased its shares by 1.7K.