A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 525,151 shares of SOFI stock, worth $7.16 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
525,151
Previous 504,963 4.0%
Holding current value
$7.16 Million
Previous $3.34 Million 23.67%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $127,588 - $165,339
20,188 Added 4.0%
525,151 $4.13 Million
Q2 2024

Jul 30, 2024

BUY
$6.32 - $7.89 $289,866 - $361,874
45,865 Added 9.99%
504,963 $3.34 Million
Q1 2024

May 08, 2024

BUY
$6.92 - $9.65 $73,926 - $103,090
10,683 Added 2.38%
459,098 $3.35 Million
Q4 2023

Feb 12, 2024

BUY
$6.62 - $10.32 $386,058 - $601,831
58,317 Added 14.95%
448,415 $4.46 Million
Q3 2023

Nov 08, 2023

BUY
$7.4 - $11.45 $439,648 - $680,267
59,412 Added 17.97%
390,098 $3.12 Million
Q2 2023

Aug 09, 2023

BUY
$4.76 - $9.74 $604,572 - $1.24 Million
127,011 Added 62.36%
330,686 $2.76 Million
Q1 2023

May 10, 2023

BUY
$4.5 - $7.72 $22,036 - $37,804
4,897 Added 2.46%
203,675 $1.24 Million
Q4 2022

Feb 09, 2023

SELL
$4.3 - $5.95 $20,635 - $28,554
-4,799 Reduced 2.36%
198,778 $916,000
Q3 2022

Oct 31, 2022

BUY
$4.84 - $8.23 $58,825 - $100,027
12,154 Added 6.35%
203,577 $993,000
Q2 2022

Aug 05, 2022

BUY
$5.25 - $9.77 $1 Million - $1.87 Million
191,423 New
191,423 $1.01 Million
Q1 2022

May 13, 2022

SELL
$7.93 - $15.68 $1.9 Million - $3.75 Million
-238,981 Closed
0 $0
Q4 2021

Apr 08, 2022

BUY
$14.27 - $23.29 $3.34 Million - $5.45 Million
234,071 Added 4767.23%
238,981 $3.78 Million
Q4 2021

Feb 14, 2022

SELL
$14.27 - $23.29 $151,690 - $247,572
-10,630 Reduced 68.4%
4,910 $3.78 Million
Q3 2021

Oct 20, 2021

BUY
$13.75 - $18.25 $213,675 - $283,605
15,540 New
15,540 $246,000

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 $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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