A detailed history of Calton & Associates, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Calton & Associates, Inc. holds 40,440 shares of SOFI stock, worth $551,197. This represents 0.13% of its overall portfolio holdings.

Number of Shares
40,440
Previous 16,326 147.7%
Holding current value
$551,197
Previous $128,000 147.66%
% of portfolio
0.13%
Previous 0.02%

Shares

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

Oct 21, 2024

BUY
$6.32 - $8.19 $152,400 - $197,493
24,114 Added 147.7%
40,440 $317,000
Q3 2024

Oct 18, 2024

SELL
$6.32 - $8.19 $88,631 - $114,856
-14,024 Reduced 46.21%
16,326 $128,000
Q2 2024

Jul 19, 2024

BUY
$6.32 - $7.89 $18,960 - $23,670
3,000 Added 10.97%
30,350 $200,000
Q1 2024

Apr 16, 2024

BUY
$6.92 - $9.65 $26,503 - $36,959
3,830 Added 16.28%
27,350 $199,000
Q4 2023

Feb 07, 2024

BUY
$6.62 - $10.32 $23,302 - $36,326
3,520 Added 17.6%
23,520 $234,000
Q3 2023

Nov 01, 2023

SELL
$7.4 - $11.45 $17,390 - $26,907
-2,350 Reduced 10.51%
20,000 $159,000
Q2 2023

Jul 24, 2023

SELL
$4.76 - $9.74 $50,789 - $103,925
-10,670 Reduced 32.31%
22,350 $186,000
Q1 2023

Apr 19, 2023

SELL
$4.5 - $7.72 $14,985 - $25,707
-3,330 Reduced 9.16%
33,020 $200,000
Q4 2022

Jan 18, 2023

BUY
$4.3 - $5.95 $91,805 - $127,032
21,350 Added 142.33%
36,350 $0
Q3 2022

Oct 31, 2022

BUY
$4.84 - $8.23 $72,600 - $123,450
15,000 New
15,000 $73,000

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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