A detailed history of Covenant Asset Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Covenant Asset Management, LLC holds 81,700 shares of SOFI stock, worth $2.37 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
81,700
Holding current value
$2.37 Million
% of portfolio
0.25%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$17.64 - $29.81 $1.44 Million - $2.44 Million
81,700 New
81,700 $2.16 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 $23.2B
  • 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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