A detailed history of Clearstead Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,850 shares of SOFI stock, worth $38,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,850
Previous 5,090 44.01%
Holding current value
$38,674
Previous $40,000 7.5%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

SELL
$7.63 - $16.88 $17,091 - $37,811
-2,240 Reduced 44.01%
2,850 $43,000
Q2 2024

Aug 09, 2024

BUY
$6.32 - $7.89 $1,580 - $1,972
250 Added 5.17%
5,090 $33,000
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $4,152 - $5,790
600 Added 14.15%
4,840 $35,000
Q1 2023

May 09, 2023

SELL
$4.5 - $7.72 $900 - $1,544
-200 Reduced 4.5%
4,240 $25,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $9,460 - $13,090
2,200 Added 98.21%
4,440 $20,000
Q3 2021

Nov 12, 2021

BUY
$13.75 - $18.25 $22,000 - $29,200
1,600 Added 250.0%
2,240 $36,000
Q2 2021

Aug 12, 2021

BUY
$14.61 - $23.89 $9,350 - $15,289
640 New
640 $12,000

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 $10.9B
  • 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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