A detailed history of Fortis Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Fortis Advisors, LLC holds 44,550 shares of SOFI stock, worth $742,203. This represents 0.27% of its overall portfolio holdings.

Number of Shares
44,550
Previous 44,550 -0.0%
Holding current value
$742,203
Previous $294,000 19.05%
% of portfolio
0.27%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$6.32 - $7.89 $12,640 - $15,780
2,000 Added 4.7%
44,550 $294,000
Q4 2023

Dec 05, 2024

SELL
$6.62 - $10.32 $13,240 - $20,640
-2,000 Reduced 4.49%
42,550 $423,000
Q4 2023

Feb 13, 2024

BUY
$6.62 - $10.32 $16,550 - $25,800
2,500 Added 6.24%
42,550 $423,000
Q3 2023

Dec 05, 2024

SELL
$7.4 - $11.45 $33,300 - $51,525
-4,500 Reduced 10.1%
40,050 $319,000
Q3 2023

Nov 13, 2023

SELL
$7.4 - $11.45 $82,140 - $127,094
-11,100 Reduced 21.7%
40,050 $319,000
Q2 2023

Dec 04, 2024

BUY
$4.76 - $9.74 $31,416 - $64,284
6,600 Added 14.81%
51,150 $426,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $11,900 - $24,350
2,500 Added 5.14%
51,150 $426,000
Q1 2023

May 09, 2023

BUY
$4.5 - $7.72 $63,000 - $108,080
14,000 Added 40.4%
48,650 $295,000
Q3 2022

Nov 10, 2022

BUY
$4.84 - $8.23 $13,310 - $22,632
2,750 Added 8.62%
34,650 $169,000
Q2 2022

Aug 15, 2022

BUY
$5.25 - $9.77 $93,450 - $173,906
17,800 Added 126.24%
31,900 $168,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $27,755 - $54,880
3,500 Added 33.02%
14,100 $133,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $151,262 - $246,874
10,600 New
10,600 $168,000

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 $13.3B
  • 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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