Bogart Wealth, LLC's ownership history for SOFI

Bogart Wealth, LLC currently holds 2.1K shares with a market value of $54.2K. It started holding SOFI on 2025-03-31. At its peak, it held 5.1K shares on 2025-06-30. Its highest holding value was $92.0K on 2025-06-30. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $28.4K on 2025-09-30. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 3.0K.