A detailed history of Evolution Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 15,230 shares of SOFI stock, worth $240,329. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,230
Holding current value
$240,329
% of portfolio
0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$7.63 - $16.88 $116,204 - $257,082
15,230 New
15,230 $234,000
Q4 2021

Jan 28, 2022

SELL
$14.27 - $23.29 $7,135 - $11,645
-500 Closed
0 $0
Q2 2021

Jul 22, 2021

BUY
$14.61 - $23.89 $7,305 - $11,945
500 New
500 $10,000

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 $12.6B
  • 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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