A detailed history of Belpointe Asset Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 37,392 shares of SOFI stock, worth $241,178. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,392
Previous 21,625 72.91%
Holding current value
$241,178
Previous $215,000 26.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 08, 2024

BUY
$6.92 - $9.65 $109,107 - $152,151
15,767 Added 72.91%
37,392 $272,000
Q4 2023

Feb 13, 2024

BUY
$6.62 - $10.32 $29,968 - $46,718
4,527 Added 26.48%
21,625 $215,000
Q3 2023

Nov 15, 2023

BUY
$7.4 - $11.45 $126,525 - $195,772
17,098 New
17,098 $136,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $29,992 - $51,453
-6,665 Reduced 51.99%
6,155 $37,000
Q4 2022

Feb 08, 2023

BUY
$4.3 - $5.95 $55,126 - $76,279
12,820 New
12,820 $59,000
Q1 2022

Apr 28, 2022

SELL
$7.93 - $15.68 $74,589 - $147,486
-9,406 Closed
0 $0
Q4 2021

Feb 15, 2022

SELL
$14.27 - $23.29 $93,382 - $152,409
-6,544 Reduced 41.03%
9,406 $149,000
Q3 2021

Nov 15, 2021

BUY
$13.75 - $18.25 $219,312 - $291,087
15,950 New
15,950 $254,000

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 $5.16B
  • 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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