A detailed history of Great Valley Advisor Group, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 75,272 shares of SOFI stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
75,272
Previous 60,635 24.14%
Holding current value
$1.16 Million
Previous $400,000 47.75%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $92,505 - $119,877
14,637 Added 24.14%
75,272 $591,000
Q2 2024

Jul 16, 2024

BUY
$6.32 - $7.89 $5,226 - $6,525
827 Added 1.38%
60,635 $400,000
Q1 2024

May 03, 2024

BUY
$6.92 - $9.65 $10,601 - $14,783
1,532 Added 2.63%
59,808 $436,000
Q4 2023

Feb 05, 2024

BUY
$6.62 - $10.32 $385,787 - $601,408
58,276 New
58,276 $579,000
Q1 2022

Apr 20, 2022

SELL
$7.93 - $15.68 $156,094 - $308,645
-19,684 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$14.27 - $23.29 $17,866 - $29,159
1,252 Added 6.79%
19,684 $311,000
Q3 2021

Oct 14, 2021

BUY
$13.75 - $18.25 $253,440 - $336,384
18,432 New
18,432 $292,000

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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