A detailed history of Gradient Investments LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 580 shares of SOFI stock, worth $4,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
580
Previous 590 1.69%
Holding current value
$4,425
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

SELL
$6.32 - $7.89 $63 - $78
-10 Reduced 1.69%
580 $3,000
Q1 2024

Apr 23, 2024

SELL
$6.92 - $9.65 $6,297 - $8,781
-910 Reduced 60.67%
590 $4,000
Q4 2023

Jan 18, 2024

SELL
$6.62 - $10.32 $9,268 - $14,448
-1,400 Reduced 48.28%
1,500 $14,000
Q3 2023

Oct 27, 2023

BUY
$7.4 - $11.45 $18,500 - $28,625
2,500 Added 625.0%
2,900 $23,000
Q2 2023

Jul 11, 2023

SELL
$4.76 - $9.74 $199 - $409
-42 Reduced 9.5%
400 $3,000
Q1 2023

Apr 17, 2023

BUY
$4.5 - $7.72 $1,800 - $3,088
400 Added 952.38%
442 $2,000
Q2 2022

Jul 11, 2022

BUY
$5.25 - $9.77 $220 - $410
42 New
42 $0

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 $6.1B
  • 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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