A detailed history of Commonwealth Equity Services, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 618,955 shares of SOFI stock, worth $4.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
618,955
Previous 608,576 1.71%
Holding current value
$4.49 Million
Previous $4.44 Million 7.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024

BUY
$6.32 - $7.89 $65,595 - $81,890
10,379 Added 1.71%
618,955 $4.09 Million
Q1 2024

Apr 29, 2024

BUY
$6.92 - $9.65 $222,228 - $309,900
32,114 Added 5.57%
608,576 $4.44 Million
Q4 2023

Feb 06, 2024

SELL
$6.62 - $10.32 $3.31 Million - $5.15 Million
-499,293 Reduced 46.41%
576,462 $5.74 Million
Q3 2023

Oct 23, 2023

BUY
$7.4 - $11.45 $912,338 - $1.41 Million
123,289 Added 12.94%
1,075,755 $8.6 Million
Q2 2023

Aug 10, 2023

BUY
$4.76 - $9.74 $111,088 - $227,312
23,338 Added 2.51%
952,466 $7.94 Million
Q1 2023

May 11, 2023

SELL
$4.5 - $7.72 $275,674 - $472,934
-61,261 Reduced 6.19%
929,128 $5.64 Million
Q4 2022

Feb 07, 2023

BUY
$4.3 - $5.95 $1.23 Million - $1.7 Million
286,511 Added 40.7%
990,389 $4.57 Million
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $156,617 - $266,314
32,359 Added 4.82%
703,878 $3.43 Million
Q2 2022

Jul 19, 2022

BUY
$5.25 - $9.77 $239,531 - $445,756
45,625 Added 7.29%
671,519 $3.54 Million
Q1 2022

May 04, 2022

BUY
$7.93 - $15.68 $1.01 Million - $2 Million
127,848 Added 25.67%
625,894 $5.91 Million
Q4 2021

Jan 31, 2022

BUY
$14.27 - $23.29 $2.21 Million - $3.61 Million
155,020 Added 45.19%
498,046 $7.87 Million
Q3 2021

Oct 29, 2021

BUY
$13.75 - $18.25 $3.84 Million - $5.1 Million
279,533 Added 440.26%
343,026 $5.45 Million
Q2 2021

Aug 11, 2021

BUY
$14.61 - $23.89 $927,632 - $1.52 Million
63,493 New
63,493 $1.22 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 $5.81B
  • 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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