A detailed history of Cetera Investment Advisers transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 802,296 shares of SOFI stock, worth $12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
802,296
Previous 912,722 12.1%
Holding current value
$12 Million
Previous $6.03 Million 4.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$6.32 - $8.19 $697,892 - $904,388
-110,426 Reduced 12.1%
802,296 $6.31 Million
Q2 2024

Aug 22, 2024

BUY
$6.32 - $7.89 $838,916 - $1.05 Million
132,740 Added 17.02%
912,722 $6.03 Million
Q1 2024

May 24, 2024

BUY
$6.92 - $9.65 $5.04 Million - $7.03 Million
728,074 Added 1402.62%
779,982 $5.69 Million
Q1 2024

May 14, 2024

SELL
$6.92 - $9.65 $177,767 - $247,898
-25,689 Reduced 33.11%
51,908 $378,000
Q4 2023

Feb 13, 2024

SELL
$6.62 - $10.32 $3,429 - $5,345
-518 Reduced 0.66%
77,597 $772,000
Q3 2023

Nov 14, 2023

SELL
$7.4 - $11.45 $370,902 - $573,896
-50,122 Reduced 39.09%
78,115 $624,000
Q2 2023

Aug 09, 2023

SELL
$4.76 - $9.74 $31,830 - $65,131
-6,687 Reduced 4.96%
128,237 $1.07 Million
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $83,965 - $144,047
18,659 Added 16.05%
134,924 $818,000
Q4 2022

Feb 14, 2023

SELL
$4.3 - $5.95 $490 - $678
-114 Reduced 0.1%
116,265 $535,000
Q3 2022

Nov 10, 2022

BUY
$4.84 - $8.23 $55,514 - $94,398
11,470 Added 10.93%
116,379 $568,000
Q2 2022

Aug 11, 2022

BUY
$5.25 - $9.77 $157,416 - $292,943
29,984 Added 40.02%
104,909 $553,000
Q1 2022

May 13, 2022

BUY
$7.93 - $15.68 $280,428 - $554,491
35,363 Added 89.39%
74,925 $708,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $301,168 - $491,535
21,105 Added 114.35%
39,562 $625,000
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $253,783 - $336,840
18,457 New
18,457 $293,000

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 $12B
  • 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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