A detailed history of Claro Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Claro Advisors LLC holds 25,550 shares of SOFI stock, worth $392,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,550
Previous 7,967 220.7%
Holding current value
$392,192
Previous $62,000 222.58%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$6.32 - $8.19 $111,124 - $144,004
17,583 Added 220.7%
25,550 $200,000
Q3 2024

Oct 17, 2024

SELL
$6.32 - $8.19 $64,963 - $84,185
-10,279 Reduced 56.34%
7,967 $62,000
Q2 2024

Jul 31, 2024

SELL
$6.32 - $7.89 $3,160 - $3,945
-500 Reduced 2.67%
18,246 $120,000
Q1 2024

Apr 18, 2024

BUY
$6.92 - $9.65 $2,055 - $2,866
297 Added 1.61%
18,746 $136,000
Q4 2023

Jan 22, 2024

BUY
$6.62 - $10.32 $681 - $1,062
103 Added 0.56%
18,449 $183,000
Q3 2023

Oct 10, 2023

SELL
$7.4 - $11.45 $165,264 - $255,712
-22,333 Reduced 54.9%
18,346 $146,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $126,535 - $258,918
26,583 Added 188.59%
40,679 $339,000
Q1 2023

Apr 17, 2023

SELL
$4.5 - $7.72 $450 - $772
-100 Reduced 0.7%
14,096 $85,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $61,042 - $84,466
14,196 New
14,196 $65,000

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 $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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