Root Financial Partners, LLC's ownership history for SOFI

Root Financial Partners, LLC currently holds 12.4K shares with a market value of $196.2K. It started holding SOFI on 2025-09-30. At its peak, it held 14.7K shares on 2025-12-31. Its highest holding value was $385.7K on 2025-12-31. At its lowest, it held 3.8K shares on 2025-09-30, with a value of $99.6K on 2025-09-30. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 8.6K.