A detailed history of Dynamic Advisor Solutions LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 32,875 shares of SOFI stock, worth $504,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,875
Previous 33,771 2.65%
Holding current value
$504,631
Previous $223,000 15.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 07, 2024

SELL
$6.32 - $8.19 $5,662 - $7,338
-896 Reduced 2.65%
32,875 $258,000
Q2 2024

Jul 15, 2024

BUY
$6.32 - $7.89 $15,768 - $19,685
2,495 Added 7.98%
33,771 $223,000
Q1 2024

Apr 12, 2024

BUY
$6.92 - $9.65 $72,660 - $101,325
10,500 Added 50.54%
31,276 $228,000
Q4 2023

Jan 10, 2024

SELL
$6.62 - $10.32 $11,690 - $18,225
-1,766 Reduced 7.83%
20,776 $206,000
Q3 2023

Oct 10, 2023

BUY
$7.4 - $11.45 $33,233 - $51,421
4,491 Added 24.88%
22,542 $180,000
Q2 2023

Aug 03, 2023

BUY
$4.76 - $9.74 $85,922 - $175,816
18,051 New
18,051 $150,000
Q4 2021

Jan 26, 2022

SELL
$14.27 - $23.29 $181,885 - $296,854
-12,746 Closed
0 $0
Q3 2021

Oct 28, 2021

BUY
$13.75 - $18.25 $175,257 - $232,614
12,746 New
12,746 $202,000

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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