A detailed history of Allworth Financial LP transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 15,187 shares of SOFI stock, worth $225,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,187
Previous 11,747 29.28%
Holding current value
$225,375
Previous $77,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$6.32 - $8.19 $21,740 - $28,173
3,440 Added 29.28%
15,187 $119,000
Q2 2024

Jul 23, 2024

BUY
$6.32 - $7.89 $18,498 - $23,094
2,927 Added 33.19%
11,747 $77,000
Q1 2024

Apr 25, 2024

BUY
$6.92 - $9.65 $32,039 - $44,679
4,630 Added 110.5%
8,820 $64,000
Q4 2023

Jan 24, 2024

BUY
$6.62 - $10.32 $1,092 - $1,702
165 Added 4.1%
4,190 $41,000
Q3 2023

Oct 31, 2023

BUY
$7.4 - $11.45 $229 - $354
31 Added 0.78%
4,025 $32,000
Q2 2023

Jul 18, 2023

BUY
$4.76 - $9.74 $3,584 - $7,334
753 Added 23.23%
3,994 $33,000
Q1 2023

Apr 18, 2023

SELL
$4.5 - $7.72 $8,901 - $15,270
-1,978 Reduced 37.9%
3,241 $19,000
Q4 2022

Jan 13, 2023

BUY
$4.3 - $5.95 $12,560 - $17,379
2,921 Added 127.11%
5,219 $0
Q3 2022

Oct 18, 2022

BUY
$4.84 - $8.23 $10,928 - $18,583
2,258 Added 5645.0%
2,298 $11,000
Q2 2022

Jul 13, 2022

BUY
$5.25 - $9.77 $210 - $390
40 New
40 $0

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $11.9B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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