Ifp Advisors, Inc So Fi Technologies, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 90,868 shares of SOFI stock, worth $1.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

90,868

Previous 89,970 1.0%

Holding current value

$1.42 Million

Previous $656,000 8.54%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$6.32 - $7.89 $5,675 - $7,085	898 Added 1.0%	90,868 $600,000
Q1 2024 Jul 30, 2024	BUY	$6.92 - $9.65 $258,129 - $359,964	37,302 Added 70.82%	89,970 $656,000
Q4 2023 Jan 09, 2024	BUY	$6.62 - $10.32 $158,959 - $247,803	24,012 Added 83.79%	52,668 $524,000
Q3 2023 Oct 12, 2023	SELL	$7.4 - $11.45 $2.05 Million - $3.17 Million	-276,776 Reduced 90.62%	28,656 $228,000
Q2 2023 Aug 04, 2023	BUY	$4.76 - $9.74 $1.4 Million - $2.85 Million	293,070 Added 2370.73%	305,432 $2.55 Million
Q1 2023 Apr 18, 2023	SELL	$4.5 - $7.72 $337,401 - $578,830	-74,978 Reduced 85.85%	12,362 $75,000
Q4 2022 Feb 07, 2023	SELL	$4.3 - $5.95 $8,853 - $12,251	-2,059 Reduced 2.3%	87,340 $1.98 Million
Q3 2022 Nov 08, 2022	BUY	$4.84 - $8.23 $104,660 - $177,965	21,624 Added 31.91%	89,399 $2.03 Million
Q2 2022 Sep 06, 2022	BUY	$5.25 - $9.77 $355,818 - $662,161	67,775 New	67,775 $1.53 Million
Q2 2022 Aug 12, 2022	SELL	$5.25 - $9.77 $355,818 - $662,161	-67,775 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$7.93 - $15.68 $485,577 - $960,133	61,233 Added 936.0%	67,775 $640,000
Q1 2022 Aug 08, 2022	BUY	$7.93 - $15.68 $28,230 - $55,820	3,560 Added 119.38%	6,542 $61,000
Q4 2021 Jan 12, 2022	BUY	$14.27 - $23.29 $28,083 - $45,834	1,968 Added 194.08%	2,982 $53,000
Q3 2021 Oct 06, 2021	BUY	$13.75 - $18.25 $192 - $255	14 Added 1.4%	1,014 $18,000
Q2 2021 Jul 13, 2021	BUY	$14.61 - $23.89 $14,610 - $23,890	1,000 New	1,000 $20,000

Others Institutions Holding SOFI

# of Institutions

742

Shares Held

501M

Call Options Held

71.7M

Put Options Held

63.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.5B
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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