Janney Montgomery Scott LLC So Fi Technologies, Inc. Transaction History

Janney Montgomery Scott LLC

  • $35.3 Billion
  • Q1 2025

A detailed history of Janney Montgomery Scott LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 147,931 shares of SOFI stock, worth $2.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
147,931
Previous 125,744 17.64%
Holding current value
$2.48 Million
Previous $1.94 Million 11.16%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$11.18 - $18.03 $248,050 - $400,031
22,187 Added 17.64%
147,931 $1.72 Million
Q4 2024

Jan 17, 2025
SELL
$7.63 - $16.88 $71,103 - $157,304
-9,319 Reduced 6.9%
125,744 $1.94 Million
Q3 2024

Oct 29, 2024
BUY
$6.32 - $8.19 $176,694 - $228,976
27,958 Added 26.1%
135,063 $1.06 Million
Q2 2024

Jul 25, 2024
BUY
$6.32 - $7.89 $356,226 - $444,719
56,365 Added 111.09%
107,105 $708,000
Q1 2024

May 01, 2024
SELL
$6.92 - $9.65 $431,116 - $601,195
-62,300 Reduced 55.11%
50,740 $370,000
Q4 2023

Feb 07, 2024
BUY
$6.62 - $10.32 $183,705 - $286,380
27,750 Added 32.54%
113,040 $1.13 Million
Q3 2023

Nov 08, 2023
BUY
$7.4 - $11.45 $264,550 - $409,337
35,750 Added 72.16%
85,290 $681,000
Q2 2023

Jul 26, 2023
SELL
$4.76 - $9.74 $34,743 - $71,092
-7,299 Reduced 12.84%
49,540 $413,000
Q1 2023

Apr 28, 2023
SELL
$4.5 - $7.72 $4,095 - $7,025
-910 Reduced 1.58%
56,839 $345,000
Q4 2022

Feb 01, 2023
BUY
$4.3 - $5.95 $11,760 - $16,273
2,735 Added 4.97%
57,749 $266,000
Q3 2022

Oct 25, 2022
SELL
$4.84 - $8.23 $36,905 - $62,753
-7,625 Reduced 12.17%
55,014 $268,000
Q2 2022

Aug 03, 2022
BUY
$5.25 - $9.77 $328,854 - $611,983
62,639 New
62,639 $348,000
Q1 2022

May 04, 2022
SELL
$7.93 - $15.68 $745,523 - $1.47 Million
-94,013 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$14.27 - $23.29 $893,887 - $1.46 Million
62,641 Added 199.67%
94,013 $1.49 Million
Q3 2021

Oct 29, 2021
BUY
$13.75 - $18.25 $246,510 - $327,186
17,928 Added 133.35%
31,372 $498,000
Q2 2021

Jul 26, 2021
BUY
$14.61 - $23.89 $196,416 - $321,177
13,444 New
13,444 $258,000

Others Institutions Holding SOFI

# of Institutions
854
Shares Held
519M
Call Options Held
101M
Put Options Held
70.5M
View Full List

About SoFi Technologies, Inc.

SOFI Quotes by TradingView
  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $13.4B
  • 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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