A detailed history of Capital Advisors, Ltd. LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,614 shares of SOFI stock, worth $24,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,614
Previous 1,612 0.12%
Holding current value
$24,774
Previous $11,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$6.32 - $8.19 $12 - $16
2 Added 0.12%
1,614 $13,000
Q2 2024

Jul 25, 2024

SELL
$6.32 - $7.89 $4,891 - $6,106
-774 Reduced 32.44%
1,612 $11,000
Q1 2024

Apr 18, 2024

BUY
$6.92 - $9.65 $5,750 - $8,019
831 Added 53.44%
2,386 $17,000
Q2 2023

Jul 26, 2023

BUY
$4.76 - $9.74 $7,401 - $15,145
1,555 New
1,555 $13,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $91 - $156
19 New
19 $0

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 $12.3B
  • 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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