A detailed history of Avantax Advisory Services, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 93,699 shares of SOFI stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93,699
Previous 98,929 5.29%
Holding current value
$1.31 Million
Previous $653,000 12.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$6.32 - $8.19 $33,053 - $42,833
-5,230 Reduced 5.29%
93,699 $736,000
Q2 2024

Aug 09, 2024

BUY
$6.32 - $7.89 $10,807 - $13,491
1,710 Added 1.76%
98,929 $653,000
Q1 2024

May 08, 2024

BUY
$6.92 - $9.65 $106,990 - $149,198
15,461 Added 18.91%
97,219 $709,000
Q4 2023

Feb 07, 2024

BUY
$6.62 - $10.32 $98,829 - $154,067
14,929 Added 22.34%
81,758 $813,000
Q3 2023

Nov 07, 2023

SELL
$7.4 - $11.45 $2,331 - $3,606
-315 Reduced 0.47%
66,829 $533,000
Q2 2023

Aug 11, 2023

BUY
$4.76 - $9.74 $110,655 - $226,425
23,247 Added 52.96%
67,144 $559,000
Q1 2023

Apr 28, 2023

BUY
$4.5 - $7.72 $47,722 - $81,870
10,605 Added 31.85%
43,897 $266,000
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $28,831 - $39,894
6,705 Added 25.22%
33,292 $153,000
Q3 2022

Nov 01, 2022

BUY
$4.84 - $8.23 $53,728 - $91,361
11,101 Added 71.68%
26,587 $130,000
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $81,301 - $151,298
15,486 New
15,486 $82,000

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 $11.1B
  • 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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