Ownership history in Asset Dedication, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in SoFi Technologies Inc Ordinary Shares (SOFI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 100 | — | 0% | 0.00% | $3K | $26.42 |
| 2025 Q2 | UNCHANGED | 100 | — | 0% | 0.00% | $2K | $18.21 |
| 2025 Q1 | UNCHANGED | 100 | — | 0% | 0.00% | $1K | $11.63 |
| 2024 Q4 | REDUCED | 100 | -300 | -75.0% | 0.00% | $2K | $15.40 |
| 2024 Q3 | REDUCED | 400 | -1,050 | -72.4% | 0.00% | $3K | $7.86 |
| 2024 Q2 | ADDED | 1,450 | +1,050 | +262.5% | 0.00% | $10K | $6.61 |
| 2024 Q1 | UNCHANGED | 400 | — | 0% | 0.00% | $3K | $7.30 |
| 2023 Q4 | UNCHANGED | 400 | — | 0% | 0.00% | $4K | $9.95 |
| 2023 Q3 | UNCHANGED | 400 | — | 0% | 0.00% | $3K | $7.99 |
| 2023 Q2 | UNCHANGED | 400 | — | 0% | 0.00% | $3K | $8.34 |
As of 2025 Q4 — sorted by position size