Bank Julius Baer & Co. Ltd, Zurich So Fi Technologies, Inc. Transaction History

Bank Julius Baer & Co. Ltd, Zurich

  • $29.1 Billion
  • Q4 2024

A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 723 shares of SOFI stock, worth $10,938. This represents 0.0% of its overall portfolio holdings.

Number of Shares
723
Previous 673 7.43%
Holding current value
$10,938
Previous $5,000 120.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$7.63 - $16.88 $381 - $844
50 Added 7.43%
723 $11,000
Q3 2024

Nov 14, 2024
SELL
$6.32 - $8.19 $297 - $384
-47 Reduced 6.53%
673 $5,000
Q2 2024

Aug 14, 2024
SELL
$6.32 - $7.89 $499 - $623
-79 Reduced 9.89%
720 $4,000
Q1 2024

May 14, 2024
SELL
$6.92 - $9.65 $6 - $9
-1 Reduced 0.13%
799 $5,000
Q4 2023

May 16, 2024
BUY
$6.62 - $10.32 $6 - $10
1 Added 0.13%
800 $7,000
Q4 2023

Feb 02, 2024
SELL
$6.62 - $10.32 $59 - $92
-9 Reduced 1.11%
800 $8,000
Q3 2023

Nov 13, 2023
BUY
$7.4 - $11.45 $155 - $240
21 Added 2.66%
809 $6,000
Q2 2023

Jul 24, 2023
BUY
$4.76 - $9.74 $3,750 - $7,675
788 New
788 $7,000
Q1 2023

May 11, 2023
SELL
$4.5 - $7.72 $45,018 - $77,230
-10,004 Reduced 93.0%
753 $5,000
Q4 2022

Jan 24, 2023
BUY
$4.3 - $5.95 $42,853 - $59,297
9,966 Added 1259.92%
10,757 $50,000
Q3 2022

Nov 04, 2022
SELL
$4.84 - $8.23 $67 - $115
-14 Reduced 1.74%
791 $4,000
Q2 2022

Jul 22, 2022
BUY
$5.25 - $9.77 $4,226 - $7,864
805 New
805 $4,000
Q1 2022

May 09, 2022
SELL
$7.93 - $15.68 $144,326 - $285,376
-18,200 Closed
0 $0
Q4 2021

Feb 15, 2022
SELL
$14.27 - $23.29 $14 - $23
-1 Reduced 0.01%
18,200 $288,000
Q3 2021

Nov 12, 2021
BUY
$13.75 - $18.25 $250,263 - $332,168
18,201 New
18,201 $289,000

Others Institutions Holding SOFI

# of Institutions
784
Shares Held
462M
Call Options Held
71.6M
Put Options Held
68.2M
View Full List

About SoFi Technologies, Inc.

SOFI Quotes by TradingView
  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.1B
  • 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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