A detailed history of Captrust Financial Advisors transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 28,830 shares of SOFI stock, worth $398,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,830
Previous 24,140 19.43%
Holding current value
$398,430
Previous $176,000 7.95%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$6.32 - $7.89 $29,640 - $37,004
4,690 Added 19.43%
28,830 $190,000
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $223,336 - $311,444
-32,274 Reduced 57.21%
24,140 $176,000
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $161,667 - $252,024
24,421 Added 76.33%
56,414 $561,000
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $74,310 - $114,980
10,042 Added 45.75%
31,993 $255,000
Q2 2023

Aug 14, 2023

SELL
$4.76 - $9.74 $27,917 - $57,125
-5,865 Reduced 21.08%
21,951 $183,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $9,166 - $15,725
2,037 Added 7.9%
27,816 $168,000
Q4 2022

Feb 15, 2023

SELL
$4.3 - $5.95 $101,596 - $140,580
-23,627 Reduced 47.82%
25,779 $118,000
Q3 2022

Nov 16, 2022

BUY
$4.84 - $8.23 $7,966 - $13,546
1,646 Added 3.45%
49,406 $241,000
Q2 2022

Aug 23, 2022

SELL
$5.25 - $9.77 $33,862 - $63,016
-6,450 Reduced 11.9%
47,760 $252,000
Q2 2022

Aug 16, 2022

BUY
$5.25 - $9.77 $128,646 - $239,404
24,504 Added 82.49%
54,210 $286,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $114,905 - $227,203
14,490 Added 95.23%
29,706 $281,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $183,069 - $298,787
12,829 Added 537.45%
15,216 $241,000
Q3 2021

Nov 16, 2021

SELL
$13.75 - $18.25 $2,406 - $3,193
-175 Reduced 6.83%
2,387 $38,000
Q2 2021

Aug 16, 2021

BUY
$14.61 - $23.89 $37,430 - $61,206
2,562 New
2,562 $49,000

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 $11.1B
  • 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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