A detailed history of Bell Investment Advisors, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 933 shares of SOFI stock, worth $12,716. This represents 0.0% of its overall portfolio holdings.

Number of Shares
933
Previous 933 -0.0%
Holding current value
$12,716
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$6.92 - $9.65 $477 - $665
-69 Reduced 6.89%
933 $6,000
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $575 - $897
-87 Reduced 7.99%
1,002 $9,000
Q3 2023

Nov 08, 2023

SELL
$7.4 - $11.45 $1,798 - $2,782
-243 Reduced 18.24%
1,089 $8,000
Q2 2023

Aug 09, 2023

SELL
$4.76 - $9.74 $371 - $759
-78 Reduced 5.53%
1,332 $11,000
Q1 2023

May 10, 2023

SELL
$4.5 - $7.72 $81 - $138
-18 Reduced 1.26%
1,410 $8,000
Q4 2022

Feb 08, 2023

BUY
$4.3 - $5.95 $2,816 - $3,897
655 Added 84.73%
1,428 $6,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $2,918 - $4,962
603 Added 354.71%
773 $4,000
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $719 - $1,338
137 Added 415.15%
170 $1,000
Q4 2021

Feb 14, 2022

SELL
$14.27 - $23.29 $2,012 - $3,283
-141 Reduced 81.03%
33 $1,000
Q3 2021

Nov 12, 2021

BUY
$13.75 - $18.25 $2,392 - $3,175
174 New
174 $3,000

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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