A detailed history of Emergent Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 26,238 shares of SOFI stock, worth $778,743. This represents 0.4% of its overall portfolio holdings.

Number of Shares
26,238
Previous 26,220 0.07%
Holding current value
$778,743
Previous $477 Million 45.18%
% of portfolio
0.4%
Previous 0.3%

Shares

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

Oct 30, 2025

BUY
$17.64 - $29.81 $317 - $536
18 Added 0.07%
26,238 $693 Million
Q2 2025

Oct 30, 2025

BUY
$9.5 - $18.21 $10,193 - $19,539
1,073 Added 4.27%
26,220 $477 Million
Q1 2025

Oct 30, 2025

BUY
$11.18 - $18.03 $151,679 - $244,613
13,567 Added 117.16%
25,147 $292 Million
Q4 2024

Oct 30, 2025

BUY
$7.63 - $16.88 $88,355 - $195,470
11,580 New
11,580 $178 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 $23.7B
  • 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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