A detailed history of Ballentine Partners, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ballentine Partners, LLC holds 13,182 shares of SOFI stock, worth $179,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,182
Previous 14,122 6.66%
Holding current value
$179,670
Previous $93,000 10.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$6.32 - $8.19 $5,940 - $7,698
-940 Reduced 6.66%
13,182 $103,000
Q2 2024

Aug 06, 2024

BUY
$6.32 - $7.89 $6,111 - $7,629
967 Added 7.35%
14,122 $93,000
Q1 2024

Apr 11, 2024

BUY
$6.92 - $9.65 $5,826 - $8,125
842 Added 6.84%
13,155 $96,000
Q4 2023

Jan 23, 2024

BUY
$6.62 - $10.32 $1,118 - $1,744
169 Added 1.39%
12,313 $122,000
Q3 2023

Oct 19, 2023

BUY
$7.4 - $11.45 $1,058 - $1,637
143 Added 1.19%
12,144 $97,000
Q2 2023

Jul 26, 2023

BUY
$4.76 - $9.74 $4,074 - $8,337
856 Added 7.68%
12,001 $100,000
Q1 2023

Apr 27, 2023

BUY
$4.5 - $7.72 $2,034 - $3,489
452 Added 4.23%
11,145 $67,000
Q4 2022

Jan 27, 2023

BUY
$4.3 - $5.95 $45,979 - $63,623
10,693 New
10,693 $0

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 $10.9B
  • 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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