A detailed history of Envestnet Asset Management Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 198,901 shares of SOFI stock, worth $2.71 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
198,901
Previous 142,642 39.44%
Holding current value
$2.71 Million
Previous $942,000 65.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

BUY
$6.32 - $8.19 $355,556 - $460,761
56,259 Added 39.44%
198,901 $1.56 Million
Q2 2024

Aug 08, 2024

SELL
$6.32 - $7.89 $12,305 - $15,361
-1,947 Reduced 1.35%
142,642 $942,000
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $718,358 - $1 Million
103,809 Added 254.56%
144,589 $1.06 Million
Q4 2023

Feb 13, 2024

BUY
$6.62 - $10.32 $86,371 - $134,645
13,047 Added 47.05%
40,780 $405,000
Q3 2023

Nov 13, 2023

SELL
$7.4 - $11.45 $964,323 - $1.49 Million
-130,314 Reduced 82.45%
27,733 $221,000
Q2 2023

Aug 04, 2023

BUY
$4.76 - $9.74 $463,338 - $948,091
97,340 Added 160.34%
158,047 $1.32 Million
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $12,964 - $22,241
2,881 Added 4.98%
60,707 $368,000
Q4 2022

Feb 07, 2023

SELL
$4.3 - $5.95 $97,777 - $135,297
-22,739 Reduced 28.22%
57,826 $266,000
Q3 2022

Nov 10, 2022

BUY
$4.84 - $8.23 $52,625 - $89,484
10,873 Added 15.6%
80,565 $393,000
Q2 2022

Aug 03, 2022

BUY
$5.25 - $9.77 $74,156 - $138,001
14,125 Added 25.42%
69,692 $367,000
Q1 2022

May 04, 2022

BUY
$7.93 - $15.68 $49,142 - $97,168
6,197 Added 12.55%
55,567 $525,000
Q4 2021

Feb 04, 2022

BUY
$14.27 - $23.29 $368,908 - $602,093
25,852 Added 109.92%
49,370 $781,000
Q3 2021

Oct 07, 2021

BUY
$13.75 - $18.25 $323,372 - $429,203
23,518 New
23,518 $373,000

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 $10.9B
  • 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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