A detailed history of Cooper/Haims Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 11,900 shares of SOFI stock, worth $182,665. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,900
Previous 12,275 3.05%
Holding current value
$182,665
Previous $81,000 14.81%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$6.32 - $8.19 $2,370 - $3,071
-375 Reduced 3.05%
11,900 $93,000
Q2 2024

Aug 09, 2024

SELL
$6.32 - $7.89 $10,112 - $12,624
-1,600 Reduced 11.53%
12,275 $81,000
Q1 2024

May 10, 2024

BUY
$6.92 - $9.65 $1,903 - $2,653
275 Added 2.02%
13,875 $101,000
Q4 2023

Feb 13, 2024

SELL
$6.62 - $10.32 $12,578 - $19,608
-1,900 Reduced 12.26%
13,600 $135,000
Q3 2023

Nov 09, 2023

SELL
$7.4 - $11.45 $1,258 - $1,946
-170 Reduced 1.08%
15,500 $123,000
Q1 2023

May 12, 2023

BUY
$4.5 - $7.72 $765 - $1,312
170 Added 1.1%
15,670 $95,000
Q1 2022

May 09, 2022

BUY
$7.93 - $15.68 $39,650 - $78,400
5,000 Added 47.62%
15,500 $146,000
Q4 2021

Jan 21, 2022

BUY
$14.27 - $23.29 $7,135 - $11,645
500 Added 5.0%
10,500 $166,000
Q2 2021

Aug 04, 2021

BUY
$14.61 - $23.89 $146,100 - $238,900
10,000 New
10,000 $192,000

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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