A detailed history of First Trust Advisors LP transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 393,045 shares of SOFI stock, worth $5.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
393,045
Previous 287,972 36.49%
Holding current value
$5.48 Million
Previous $1.9 Million 62.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$6.32 - $8.19 $664,061 - $860,547
105,073 Added 36.49%
393,045 $3.09 Million
Q2 2024

Aug 13, 2024

SELL
$6.32 - $7.89 $2.42 Million - $3.03 Million
-383,646 Reduced 57.12%
287,972 $1.9 Million
Q1 2024

May 13, 2024

SELL
$6.92 - $9.65 $534,078 - $744,777
-77,179 Reduced 10.31%
671,618 $4.9 Million
Q4 2023

Feb 13, 2024

SELL
$6.62 - $10.32 $109,269 - $170,341
-16,506 Reduced 2.16%
748,797 $7.45 Million
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $817,507 - $1.26 Million
110,474 Added 16.87%
765,303 $6.11 Million
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $2.63 Million - $5.38 Million
552,757 Added 541.54%
654,829 $5.46 Million
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $576,364 - $988,785
-128,081 Reduced 55.65%
102,072 $619,000
Q4 2022

Feb 09, 2023

BUY
$4.3 - $5.95 $931,517 - $1.29 Million
216,632 Added 1602.19%
230,153 $1.06 Million
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $65,441 - $111,277
13,521 New
13,521 $66,000
Q3 2021

Nov 15, 2021

SELL
$13.75 - $18.25 $5.63 Million - $7.48 Million
-409,600 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$14.61 - $23.89 $5.98 Million - $9.79 Million
409,600 New
409,600 $7.85 Million

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 $11.1B
  • 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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