Cambridge Investment Research Advisors, Inc. So Fi Technologies, Inc. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 273,905 shares of SOFI stock, worth $4.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

273,905

Previous 260,498 5.15%

Holding current value

$4.08 Million

Previous $1.72 Million 25.03%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$6.32 - $8.19 $84,732 - $109,803	13,407 Added 5.15%	273,905 $2.15 Million
Q2 2024 Jul 26, 2024	BUY	$6.32 - $7.89 $109,866 - $137,159	17,384 Added 7.15%	260,498 $1.72 Million
Q1 2024 Apr 24, 2024	SELL	$6.92 - $9.65 $1.69 Million - $2.36 Million	-244,862 Reduced 50.18%	243,114 $1.78 Million
Q4 2023 Feb 09, 2024	SELL	$6.62 - $10.32 $52,053 - $81,146	-7,863 Reduced 1.59%	487,976 $4.86 Million
Q3 2023 Oct 24, 2023	BUY	$7.4 - $11.45 $1.86 Million - $2.87 Million	250,854 Added 102.4%	495,839 $3.96 Million
Q2 2023 Jul 13, 2023	BUY	$4.76 - $9.74 $92,234 - $188,731	19,377 Added 8.59%	244,985 $2.04 Million
Q1 2023 May 11, 2023	BUY	$4.5 - $7.72 $8,041 - $13,795	1,787 Added 0.8%	225,608 $1.37 Million
Q4 2022 Feb 08, 2023	SELL	$4.3 - $5.95 $526,504 - $728,535	-122,443 Reduced 35.36%	223,821 $1.03 Million
Q3 2022 Oct 17, 2022	BUY	$4.84 - $8.23 $14,147 - $24,056	2,923 Added 0.85%	346,264 $1.69 Million
Q2 2022 Jul 13, 2022	SELL	$5.25 - $9.77 $120,151 - $223,596	-22,886 Reduced 6.25%	343,341 $1.81 Million
Q1 2022 May 12, 2022	SELL	$7.93 - $15.68 $317,509 - $627,811	-40,039 Reduced 9.86%	366,227 $3.46 Million
Q4 2021 Feb 03, 2022	BUY	$14.27 - $23.29 $1.06 Million - $1.74 Million	74,517 Added 22.46%	406,266 $6.42 Million
Q3 2021 Nov 02, 2021	BUY	$13.75 - $18.25 $2.06 Million - $2.74 Million	149,988 Added 82.52%	331,749 $5.27 Million
Q2 2021 Aug 10, 2021	BUY	$14.61 - $23.89 $2.66 Million - $4.34 Million	181,761 New	181,761 $3.48 Million

Others Institutions Holding SOFI

# of Institutions

772

Shares Held

464M

Call Options Held

71.6M

Put Options Held

67.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $11.9B
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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Cambridge Investment Research Advisors, Inc. So Fi Technologies, Inc. Transaction History