A detailed history of Assetmark, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 1,273 shares of SOFI stock, worth $37,388. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,273
Previous 846 50.47%
Holding current value
$37,388
Previous $15,000 120.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
$17.64 - $29.81 $7,532 - $12,728
427 Added 50.47%
1,273 $33,000
Q2 2025

Aug 04, 2025

BUY
$9.5 - $18.21 $6,175 - $11,836
650 Added 331.63%
846 $15,000
Q1 2025

May 06, 2025

SELL
$11.18 - $18.03 $469 - $757
-42 Reduced 17.65%
196 $2,000
Q4 2024

Feb 06, 2025

BUY
$7.63 - $16.88 $1,815 - $4,017
238 New
238 $3,000
Q1 2024

May 06, 2024

BUY
$6.92 - $9.65 $6,920 - $9,650
1,000 New
1,000 $7,000

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 $23.5B
  • 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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