A detailed history of Beacon Pointe Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 176,660 shares of SOFI stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
176,660
Previous 40,000 341.65%
Holding current value
$1.39 Million
Previous $292,000 299.66%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $3,450 - $4,307
546 Added 0.31%
176,660 $1.17 Million
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $498,177 - $694,713
71,991 Added 69.14%
176,114 $1.29 Million
Q4 2023

Feb 08, 2024

BUY
$6.62 - $10.32 $202,876 - $316,266
30,646 Added 41.71%
104,123 $1.04 Million
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $96,917 - $149,960
13,097 Added 21.69%
73,477 $587,000
Q2 2023

Aug 11, 2023

BUY
$4.76 - $9.74 $179,547 - $367,392
37,720 Added 166.46%
60,380 $503,000
Q1 2023

May 12, 2023

SELL
$4.5 - $7.72 $169,443 - $290,688
-37,654 Reduced 62.43%
22,660 $137,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $166,496 - $230,384
38,720 Added 179.31%
60,314 $278,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $1,945 - $3,308
402 Added 1.9%
21,594 $105,000
Q2 2022

Aug 11, 2022

BUY
$5.25 - $9.77 $8,447 - $15,719
1,609 Added 8.22%
21,192 $113,000
Q1 2022

May 17, 2022

BUY
$7.93 - $15.68 $155,293 - $307,061
19,583 New
19,583 $185,000

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 $6.29B
  • 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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.