A detailed history of Financial Advisory Service, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 16,120 shares of SOFI stock, worth $219,715. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,120
Previous 16,820 4.16%
Holding current value
$219,715
Previous $111,000 13.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$6.32 - $8.19 $4,424 - $5,733
-700 Reduced 4.16%
16,120 $126,000
Q1 2024

Apr 29, 2024

BUY
$6.92 - $9.65 $6,920 - $9,650
1,000 Added 6.32%
16,820 $122,000
Q4 2023

Jan 23, 2024

BUY
$6.62 - $10.32 $4,336 - $6,759
655 Added 4.32%
15,820 $157,000
Q3 2023

Oct 23, 2023

SELL
$7.4 - $11.45 $14,800 - $22,900
-2,000 Reduced 11.65%
15,165 $121,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $23,324 - $47,726
4,900 Added 39.95%
17,165 $143,000
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $2,542 - $4,361
565 Added 4.83%
12,265 $74,000
Q3 2022

Oct 20, 2022

BUY
$4.84 - $8.23 $56,628 - $96,291
11,700 New
11,700 $57,000

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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