A detailed history of Global Retirement Partners, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 46,602 shares of SOFI stock, worth $554,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,602
Previous 38,279 21.74%
Holding current value
$554,563
Previous $253,000 44.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

BUY
$6.32 - $8.19 $52,601 - $68,165
8,323 Added 21.74%
46,602 $366,000
Q2 2024

Jul 23, 2024

BUY
$6.32 - $7.89 $9,164 - $11,440
1,450 Added 3.94%
38,279 $253,000
Q1 2024

Apr 23, 2024

BUY
$6.92 - $9.65 $207,254 - $289,017
29,950 Added 435.38%
36,829 $268,000
Q4 2023

Jan 18, 2024

BUY
$6.62 - $10.32 $158 - $247
24 Added 0.35%
6,879 $68,000
Q3 2023

Oct 13, 2023

BUY
$7.4 - $11.45 $96 - $148
13 Added 0.19%
6,855 $54,000
Q2 2023

Jul 20, 2023

BUY
$4.76 - $9.74 $6,697 - $13,704
1,407 Added 25.89%
6,842 $57,000
Q1 2023

May 05, 2023

BUY
$4.5 - $7.72 $18,774 - $32,207
4,172 Added 330.32%
5,435 $32,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $645 - $892
-150 Reduced 10.62%
1,263 $5,000
Q3 2022

Nov 03, 2022

BUY
$4.84 - $8.23 $4,840 - $8,230
1,000 Added 242.13%
1,413 $8,000
Q1 2022

Jul 14, 2022

BUY
$7.93 - $15.68 $3,275 - $6,475
413 New
413 $3,000
Q3 2021

Oct 22, 2021

SELL
$13.75 - $18.25 $3,093 - $4,106
-225 Closed
0 $0
Q2 2021

Jul 15, 2021

BUY
$14.61 - $23.89 $3,287 - $5,375
225 New
225 $4,000

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 $9.52B
  • 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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