Sullivan Wood Capital Management LLC's ownership history for SOFI

Sullivan Wood Capital Management LLC currently holds 211.6K shares with a market value of $3.4M. It started holding SOFI on 2025-06-30. At its peak, it held 211.6K shares on 2026-03-31. Its highest holding value was $5.0M on 2025-12-31. At its lowest, it held 152.2K shares on 2025-09-30, with a value of $2.8M on 2025-06-30. In the recent 180 days, Sullivan Wood Capital Management LLC has increased its shares by 59.5K.