Summit Financial, LLC's ownership history for SOFI

Summit Financial, LLC currently holds 571.7K shares with a market value of $9.1M. It started holding SOFI on 2025-09-30. At its peak, it held 723.6K shares on 2025-12-31. Its highest holding value was $18.9M on 2025-12-31. At its lowest, it held 571.7K shares on 2026-03-31, with a value of $9.1M on 2026-03-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 53.7K.