A detailed history of High Point Advisor Group LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, High Point Advisor Group LLC holds 70,693 shares of SOFI stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
70,693
Previous 87,971 19.64%
Holding current value
$1.09 Million
Previous $581,000 4.48%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$6.32 - $8.19 $109,196 - $141,506
-17,278 Reduced 19.64%
70,693 $555,000
Q2 2024

Aug 08, 2024

SELL
$6.32 - $7.89 $186,756 - $233,149
-29,550 Reduced 25.14%
87,971 $581,000
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $6,580 - $9,177
951 Added 0.82%
117,521 $857,000
Q4 2023

Mar 26, 2024

BUY
$6.62 - $10.32 $357,711 - $557,641
54,035 Added 86.41%
116,570 $1.16 Million
Q2 2022

Aug 15, 2022

BUY
$5.25 - $9.77 $328,308 - $610,966
62,535 New
62,535 $369,000

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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