A detailed history of Capital Advisors Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Capital Advisors Inc holds 10,250 shares of SOFI stock, worth $144,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,250
Previous 12,096 15.26%
Holding current value
$144,832
Previous $79,000 1.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$6.32 - $8.19 $11,666 - $15,118
-1,846 Reduced 15.26%
10,250 $80,000
Q2 2024

Jul 31, 2024

SELL
$6.32 - $7.89 $125,136 - $156,222
-19,800 Reduced 62.08%
12,096 $79,000
Q1 2024

Apr 29, 2024

BUY
$6.92 - $9.65 $136,324 - $190,105
19,700 Added 161.53%
31,896 $232,000
Q3 2023

Oct 24, 2023

BUY
$7.4 - $11.45 $1,850 - $2,862
250 Added 2.09%
12,196 $97,000
Q2 2023

Jul 18, 2023

BUY
$4.76 - $9.74 $952 - $1,948
200 Added 1.7%
11,946 $99,000
Q1 2023

Apr 19, 2023

BUY
$4.5 - $7.72 $52,857 - $90,679
11,746 New
11,746 $71,000

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 $11.3B
  • 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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