A detailed history of J.W. Cole Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 11,664 shares of SOFI stock, worth $161,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,664
Previous 13,943 16.35%
Holding current value
$161,196
Previous $92,000 1.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$6.32 - $8.19 $14,403 - $18,665
-2,279 Reduced 16.35%
11,664 $91,000
Q2 2024

Aug 08, 2024

BUY
$6.32 - $7.89 $745 - $931
118 Added 0.85%
13,943 $92,000
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $4,844 - $6,755
700 Added 5.33%
13,825 $100,000
Q4 2023

Jan 31, 2024

SELL
$6.62 - $10.32 $18,370 - $28,638
-2,775 Reduced 17.45%
13,125 $130,000
Q2 2023

Jul 27, 2023

BUY
$4.76 - $9.74 $3,570 - $7,305
750 Added 4.95%
15,900 $132,000
Q1 2023

May 03, 2023

BUY
$4.5 - $7.72 $3,928 - $6,739
873 Added 6.11%
15,150 $91,000
Q4 2022

Feb 14, 2023

SELL
$4.3 - $5.95 $958 - $1,326
-223 Reduced 1.54%
14,277 $65,000
Q3 2022

Oct 31, 2022

SELL
$4.84 - $8.23 $47,916 - $81,477
-9,900 Reduced 40.57%
14,500 $71,000
Q2 2022

Jul 27, 2022

BUY
$5.25 - $9.77 $9,975 - $18,563
1,900 Added 8.44%
24,400 $129,000
Q1 2022

Jun 10, 2022

SELL
$7.93 - $15.68 $1.51 Million - $2.98 Million
-190,125 Reduced 89.42%
22,500 $213,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $1.6 Million - $3.16 Million
201,725 Added 1850.69%
212,625 $23,000
Q4 2021

Jan 25, 2022

BUY
$14.27 - $23.29 $155,543 - $253,861
10,900 New
10,900 $172,000

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 $11.1B
  • 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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.