A detailed history of Chapin Davis, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Chapin Davis, Inc. holds 11,525 shares of SOFI stock, worth $176,908. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,525
Previous 14,525 20.65%
Holding current value
$176,908
Previous $96 Million 5.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 07, 2024

SELL
$6.32 - $8.19 $18,960 - $24,570
-3,000 Reduced 20.65%
11,525 $90.6 Million
Q2 2024

Jul 19, 2024

BUY
$6.32 - $7.89 $6,320 - $7,890
1,000 Added 7.39%
14,525 $96 Million
Q1 2024

Apr 17, 2024

BUY
$6.92 - $9.65 $2,076 - $2,895
300 Added 2.27%
13,525 $98.7 Million
Q4 2023

Jan 11, 2024

BUY
$6.62 - $10.32 $87,549 - $136,482
13,225 New
13,225 $132 Million
Q2 2023

Aug 30, 2023

SELL
$4.76 - $9.74 $40,460 - $82,790
-8,500 Reduced 26.79%
23,225 $194 Million
Q4 2022

Jan 27, 2023

BUY
$4.3 - $5.95 $136,417 - $188,763
31,725 New
31,725 $146 Million

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
Track This Portfolio

Track Chapin Davis, Inc. Portfolio

Follow Chapin Davis, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chapin Davis, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chapin Davis, Inc. with notifications on news.