Atria Wealth Solutions, Inc. So Fi Technologies, Inc. Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 203,504 shares of SOFI stock, worth $2.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

203,504

Previous 299,894 32.14%

Holding current value

$2.71 Million

Previous $4.62 Million 48.77%

% of portfolio

0.03%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$11.18 - $18.03 $1.08 Million - $1.74 Million	-96,390 Reduced 32.14%	203,504 $2.37 Million
Q4 2024 Jan 31, 2025	SELL	$7.63 - $16.88 $1.9 Million - $4.2 Million	-248,541 Reduced 45.32%	299,894 $4.62 Million
Q3 2024 Nov 08, 2024	BUY	$6.32 - $8.19 $514,612 - $666,878	81,426 Added 17.44%	548,435 $4.31 Million
Q2 2024 Jul 22, 2024	BUY	$6.32 - $7.89 $225,864 - $281,972	35,738 Added 8.29%	467,009 $3.09 Million
Q1 2024 May 13, 2024	BUY	$6.92 - $9.65 $706,075 - $984,628	102,034 Added 30.99%	431,271 $3.15 Million
Q4 2023 Feb 02, 2024	BUY	$6.62 - $10.32 $152,015 - $236,978	22,963 Added 7.5%	329,237 $3.28 Million
Q3 2023 Nov 08, 2023	BUY	$7.4 - $11.45 $298,205 - $461,412	40,298 Added 15.15%	306,274 $2.45 Million
Q2 2023 Aug 03, 2023	BUY	$4.76 - $9.74 $90,168 - $184,504	18,943 Added 7.67%	265,976 $2.22 Million
Q1 2023 Aug 22, 2023	BUY	$4.5 - $7.72 $188,109 - $322,711	41,802 Added 15.72%	307,778 $1.87 Million
Q1 2023 Jun 14, 2023	SELL	$4.5 - $7.72 $273,352 - $468,951	-60,745 Reduced 19.74%	247,033 $1.5 Million
Q1 2023 May 10, 2023	BUY	$4.5 - $7.72 $217,471 - $373,084	48,327 Added 18.63%	307,778 $1.87 Million
Q4 2022 Aug 30, 2023	SELL	$4.3 - $5.95 $81,454 - $112,710	-18,943 Reduced 7.12%	247,033 $1.14 Million
Q4 2022 Feb 13, 2023	BUY	$4.3 - $5.95 $24,333 - $33,671	5,659 Added 2.23%	259,451 $1.2 Million
Q3 2022 Feb 13, 2023	SELL	$4.84 - $8.23 $348,097 - $591,909	-71,921 Reduced 22.08%	253,792 $1.24 Million
Q3 2022 Nov 14, 2022	BUY	$4.84 - $8.23 $576,076 - $979,567	119,024 Added 57.59%	325,713 $1.67 Million
Q2 2022 Aug 15, 2022	BUY	$5.25 - $9.77 $416,697 - $775,454	79,371 Added 62.34%	206,689 $1.09 Million
Q1 2022 May 16, 2022	BUY	$7.93 - $15.68 $1.01 Million - $2 Million	127,318 New	127,318 $1.2 Million

Others Institutions Holding SOFI

# of Institutions

854

Shares Held

519M

Call Options Held

101M

Put Options Held

70.5M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $10.6B
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...

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Atria Wealth Solutions, Inc. So Fi Technologies, Inc. Transaction History