Envestnet Asset Management Inc So Fi Technologies, Inc. Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

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 74,223 shares of SOFI stock, worth $2.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

74,223

Previous 69,718 6.46%

Holding current value

$2.13 Million

Previous $810,000 66.79%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$9.5 - $18.21 $42,797 - $82,036	4,505 Added 6.46%	74,223 $1.35 Million
Q1 2025 Apr 29, 2025	SELL	$11.18 - $18.03 $667,177 - $1.08 Million	-59,676 Reduced 46.12%	69,718 $810,000
Q4 2024 Feb 12, 2025	SELL	$7.63 - $16.88 $530,338 - $1.17 Million	-69,507 Reduced 34.95%	129,394 $1.99 Million
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

# of Institutions

921

Shares Held

584M

Call Options Held

135M

Put Options Held

112M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $22.9B
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...

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Envestnet Asset Management Inc So Fi Technologies, Inc. Transaction History