Gerber Kawasaki Wealth & Investment Management So Fi Technologies, Inc. Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$4.84 - $8.23 $4,883 - $8,304	-1,009 Reduced 6.81%	13,798 $67,000
Q2 2022 Aug 04, 2022	BUY	$5.25 - $9.77 $77,736 - $144,664	14,807 New	14,807 $78,000
Q4 2021 Feb 11, 2022	SELL	$14.27 - $23.29 $29,396 - $47,977	-2,060 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$13.75 - $18.25 $28,325 - $37,595	2,060 New	2,060 $32,000

Others Institutions Holding SOFI

# of Institutions

742

Shares Held

500M

Call Options Held

71.7M

Put Options Held

63.4M

Vanguard Group Inc Valley Forge, PA

89.4M
Shares

$1.37 Billion
0.01% of portfolio
Black Rock Inc. New York, NY

45.5M
Shares

$698 Million
0.01% of portfolio
Silver Lake Group, L.L.C. Menlo Park, CA

31.2M
Shares

$478 Million
2.75% of portfolio
Dimensional Fund Advisors LP Austin, TX

24.7M
Shares

$379 Million
0.05% of portfolio
State Street Corp Boston, MA

18.1M
Shares

$277 Million
0.01% of portfolio

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.3B
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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