A detailed history of Ever Source Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,184 shares of SOFI stock, worth $156,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,184
Previous 11,938 14.69%
Holding current value
$156,324
Previous $78,000 2.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$6.32 - $8.19 $11,085 - $14,365
-1,754 Reduced 14.69%
10,184 $80,000
Q2 2024

Aug 13, 2024

SELL
$6.32 - $7.89 $8,829 - $11,022
-1,397 Reduced 10.48%
11,938 $78,000
Q1 2024

Jun 11, 2024

BUY
$6.92 - $9.65 $8,082 - $11,271
1,168 Added 9.6%
13,335 $97,000
Q4 2023

Feb 09, 2024

SELL
$6.62 - $10.32 $165 - $258
-25 Reduced 0.21%
12,167 $121,000
Q3 2023

Nov 03, 2023

SELL
$7.4 - $11.45 $7,955 - $12,308
-1,075 Reduced 8.1%
12,192 $97,000
Q2 2023

Aug 04, 2023

SELL
$4.76 - $9.74 $78,963 - $161,576
-16,589 Reduced 55.56%
13,267 $110,000
Q1 2023

May 11, 2023

SELL
$4.5 - $7.72 $36,900 - $63,304
-8,200 Reduced 21.55%
29,856 $181,000
Q4 2022

Feb 09, 2023

BUY
$4.3 - $5.95 $161,086 - $222,898
37,462 Added 6306.73%
38,056 $175,000
Q3 2022

Nov 07, 2022

BUY
$4.84 - $8.23 $2,105 - $3,580
435 Added 273.58%
594 $3,000
Q2 2022

Aug 01, 2022

BUY
$5.25 - $9.77 $834 - $1,553
159 New
159 $1,000

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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