A detailed history of Arkadios Wealth Advisors transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 60,531 shares of SOFI stock, worth $929,150. This represents 0.03% of its overall portfolio holdings.

Number of Shares
60,531
Previous 54,226 11.63%
Holding current value
$929,150
Previous $358,000 32.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$6.32 - $8.19 $39,847 - $51,637
6,305 Added 11.63%
60,531 $475,000
Q2 2024

Jul 29, 2024

BUY
$6.32 - $7.89 $28,939 - $36,128
4,579 Added 9.22%
54,226 $358,000
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $7,653 - $10,672
1,106 Added 2.28%
49,647 $362,000
Q4 2023

Jan 24, 2024

BUY
$6.62 - $10.32 $1,224 - $1,909
185 Added 0.38%
48,541 $482,000
Q3 2023

Oct 13, 2023

BUY
$7.4 - $11.45 $26,085 - $40,361
3,525 Added 7.86%
48,356 $386,000
Q2 2023

Jul 26, 2023

SELL
$4.76 - $9.74 $4,893 - $10,012
-1,028 Reduced 2.24%
44,831 $373,000
Q1 2023

May 02, 2023

BUY
$4.5 - $7.72 $58,081 - $99,642
12,907 Added 39.17%
45,859 $278,000
Q4 2022

Jan 11, 2023

SELL
$4.3 - $5.95 $47,300 - $65,450
-11,000 Reduced 25.03%
32,952 $0
Q3 2022

Oct 21, 2022

BUY
$4.84 - $8.23 $61,095 - $103,887
12,623 Added 40.29%
43,952 $214,000
Q2 2022

Jul 14, 2022

BUY
$5.25 - $9.77 $124,204 - $231,138
23,658 Added 308.41%
31,329 $165,000
Q1 2022

May 02, 2022

BUY
$7.93 - $15.68 $60,831 - $120,281
7,671 New
7,671 $72,000
Q4 2021

Feb 03, 2022

SELL
$14.27 - $23.29 $6,478 - $10,573
-454 Closed
0 $0
Q3 2021

Oct 19, 2021

BUY
$13.75 - $18.25 $2,805 - $3,723
204 Added 81.6%
454 $7,000
Q2 2021

Jul 28, 2021

BUY
$14.61 - $23.89 $3,652 - $5,972
250 New
250 $4,000

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 $12.3B
  • 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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