A detailed history of Aptus Capital Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 254,639 shares of SOFI stock, worth $4.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
254,639
Previous 258,565 1.52%
Holding current value
$4.1 Million
Previous $1.71 Million 17.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2024

SELL
$6.32 - $8.19 $24,812 - $32,153
-3,926 Reduced 1.52%
254,639 $2 Million
Q2 2024

Jul 31, 2024

BUY
$6.32 - $7.89 $48,916 - $61,068
7,740 Added 3.09%
258,565 $1.71 Million
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $83,711 - $116,736
12,097 Added 5.07%
250,825 $1.83 Million
Q4 2023

Feb 13, 2024

BUY
$6.62 - $10.32 $1.58 Million - $2.46 Million
238,728 New
238,728 $2.38 Million

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 $12.9B
  • 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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