A detailed history of Fortis Group Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 130,817 shares of SOFI stock, worth $3.64 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
130,817
Previous 67,397 94.1%
Holding current value
$3.64 Million
Previous $1.52 Billion 155.13%
% of portfolio
0.67%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$17.64 - $29.81 $1.12 Million - $1.89 Million
63,420 Added 94.1%
130,817 $3.88 Billion
Q2 2025

Aug 08, 2025

BUY
$9.5 - $18.21 $640,271 - $1.23 Million
67,397 New
67,397 $1.52 Billion

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 $22.2B
  • 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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