A detailed history of Independent Advisor Alliance transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 17,719 shares of SOFI stock, worth $241,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,719
Previous 17,493 1.29%
Holding current value
$241,509
Previous $115,000 20.87%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $1,428 - $1,850
226 Added 1.29%
17,719 $139,000
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $24,540 - $30,636
3,883 Added 28.53%
17,493 $115,000
Q1 2024

May 08, 2024

SELL
$6.92 - $9.65 $54,889 - $76,543
-7,932 Reduced 36.82%
13,610 $99,000
Q4 2023

Feb 08, 2024

BUY
$6.62 - $10.32 $26,235 - $40,898
3,963 Added 22.54%
21,542 $214,000
Q3 2023

Oct 24, 2023

BUY
$7.4 - $11.45 $40,085 - $62,024
5,417 Added 44.54%
17,579 $140,000
Q2 2023

Jul 28, 2023

SELL
$4.76 - $9.74 $29,216 - $59,784
-6,138 Reduced 33.54%
12,162 $101,000
Q1 2023

May 12, 2023

SELL
$4.5 - $7.72 $2,839 - $4,871
-631 Reduced 3.33%
18,300 $111,000
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $81,403 - $112,639
18,931 New
18,931 $87,000
Q2 2022

Aug 04, 2022

SELL
$5.25 - $9.77 $58,800 - $109,424
-11,200 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$7.93 - $15.68 $88,816 - $175,616
11,200 New
11,200 $106,000

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 $10.9B
  • 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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