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 147,140 shares of SOFI stock, worth $2.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
147,140
Previous 176,660 16.71%
Holding current value
$2.01 Million
Previous $1.17 Million 0.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$6.32 - $8.19 $186,566 - $241,768
-29,520 Reduced 16.71%
147,140 $1.16 Million
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 $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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