A detailed history of Gladstone Institutional Advisory LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 60,110 shares of SOFI stock, worth $922,688. This represents 0.02% of its overall portfolio holdings.

Number of Shares
60,110
Previous 23,010 161.23%
Holding current value
$922,688
Previous $152,000 210.53%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 28, 2024

BUY
$6.32 - $8.19 $234,472 - $303,849
37,100 Added 161.23%
60,110 $472,000
Q2 2024

Aug 02, 2024

SELL
$6.32 - $7.89 $82,792 - $103,359
-13,100 Reduced 36.28%
23,010 $152,000
Q1 2024

May 14, 2024

SELL
$6.92 - $9.65 $11,002 - $15,343
-1,590 Reduced 4.22%
36,110 $263,000
Q4 2023

Feb 09, 2024

SELL
$6.62 - $10.32 $71,827 - $111,972
-10,850 Reduced 22.35%
37,700 $375,000
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $47,730 - $73,852
6,450 Added 15.32%
48,550 $387,000
Q2 2023

Aug 10, 2023

BUY
$4.76 - $9.74 $5,236 - $10,714
1,100 Added 2.68%
42,100 $351,000
Q1 2023

May 12, 2023

BUY
$4.5 - $7.72 $116,109 - $199,191
25,802 Added 169.77%
41,000 $248,000
Q4 2022

Feb 01, 2023

SELL
$4.3 - $5.95 $1,659 - $2,296
-386 Reduced 2.48%
15,198 $70,000
Q3 2022

Jan 27, 2023

SELL
$4.84 - $8.23 $22,549 - $38,343
-4,659 Reduced 23.02%
15,584 $76,000
Q3 2022

Oct 20, 2022

SELL
$4.84 - $8.23 $22,549 - $38,343
-4,659 Reduced 23.02%
15,584 $76,000
Q2 2022

Jan 27, 2023

SELL
$5.25 - $9.77 $35,595 - $66,240
-6,780 Reduced 25.09%
20,243 $107,000
Q2 2022

Aug 15, 2022

SELL
$5.25 - $9.77 $35,595 - $66,240
-6,780 Reduced 25.09%
20,243 $107,000
Q1 2022

Jan 27, 2023

SELL
$7.93 - $15.68 $2,482 - $4,907
-313 Reduced 1.15%
27,023 $255,000
Q1 2022

May 04, 2022

SELL
$7.93 - $15.68 $2,482 - $4,907
-313 Reduced 1.15%
27,023 $255,000
Q4 2021

Jan 27, 2023

SELL
$14.27 - $23.29 $62,431 - $101,893
-4,375 Reduced 13.8%
27,336 $432,000
Q4 2021

Feb 11, 2022

SELL
$14.27 - $23.29 $62,431 - $101,893
-4,375 Reduced 13.8%
27,336 $432,000
Q3 2021

Jan 27, 2023

BUY
$13.75 - $18.25 $221,746 - $294,317
16,127 Added 103.48%
31,711 $504,000
Q3 2021

Nov 15, 2021

BUY
$13.75 - $18.25 $436,026 - $578,725
31,711 New
31,711 $504,000

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 $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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