A detailed history of Cape Investment Advisory, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 20 shares of SOFI stock, worth $333. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 20 -0.0%
Holding current value
$333
Previous $132,000 18.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 21, 2024

SELL
$6.92 - $9.65 $1,619 - $2,258
-234 Reduced 92.13%
20 $146,000
Q4 2023

Feb 12, 2024

BUY
$6.62 - $10.32 $1,549 - $2,414
234 Added 1170.0%
254 $2.53 Million
Q3 2023

Nov 06, 2023

BUY
$7.4 - $11.45 $74 - $114
10 Added 100.0%
20 $160,000
Q1 2023

Oct 12, 2023

BUY
$4.5 - $7.72 $45 - $77
10 New
10 $61,000

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 $13.3B
  • 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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