A detailed history of Crewe Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 14,034 shares of SOFI stock, worth $111,570. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,034
Previous 13,834 1.45%
Holding current value
$111,570
Previous $100,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 29, 2024

BUY
$6.32 - $7.89 $1,264 - $1,578
200 Added 1.45%
14,034 $92,000
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $95,731 - $133,498
13,834 New
13,834 $100,000
Q3 2023

Nov 08, 2023

SELL
$7.4 - $11.45 $14,785 - $22,877
-1,998 Reduced 12.61%
13,850 $110,000
Q2 2023

Jul 28, 2023

BUY
$4.76 - $9.74 $66 - $136
14 Added 0.09%
15,848 $132,000
Q4 2022

Feb 07, 2023

SELL
$4.3 - $5.95 $2,150 - $2,975
-500 Reduced 3.06%
15,834 $72,000
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $10,500 - $19,540
2,000 Added 13.95%
16,334 $86,000
Q1 2022

Apr 27, 2022

SELL
$7.93 - $15.68 $1,586 - $3,136
-200 Reduced 1.38%
14,334 $135,000
Q4 2021

Feb 10, 2022

BUY
$14.27 - $23.29 $200,265 - $326,851
14,034 Added 2806.8%
14,534 $230,000
Q2 2021

Aug 11, 2021

BUY
$14.61 - $23.89 $7,305 - $11,945
500 New
500 $10,000

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 $6.36B
  • 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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