A detailed history of Kestra Advisory Services, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 89,573 shares of SOFI stock, worth $592,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89,573
Previous 70,926 26.29%
Holding current value
$592,077
Previous $705,000 7.38%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $129,037 - $179,943
18,647 Added 26.29%
89,573 $653,000
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $83,915 - $130,816
12,676 Added 21.76%
70,926 $705,000
Q3 2023

Nov 09, 2023

SELL
$7.4 - $11.45 $35,357 - $54,708
-4,778 Reduced 7.58%
58,250 $465,000
Q2 2023

Aug 11, 2023

BUY
$4.76 - $9.74 $44,958 - $91,994
9,445 Added 17.63%
63,028 $525,000
Q1 2023

May 12, 2023

SELL
$4.5 - $7.72 $37,012 - $63,497
-8,225 Reduced 13.31%
53,583 $325,000
Q4 2022

Jan 31, 2023

SELL
$4.3 - $5.95 $43,288 - $59,898
-10,067 Reduced 14.01%
61,808 $284,000
Q3 2022

Nov 01, 2022

BUY
$4.84 - $8.23 $16,422 - $27,924
3,393 Added 4.95%
71,875 $351 Million
Q2 2022

Aug 12, 2022

SELL
$5.25 - $9.77 $44,231 - $82,312
-8,425 Reduced 10.95%
68,482 $361,000
Q1 2022

Apr 26, 2022

BUY
$7.93 - $15.68 $169,123 - $334,407
21,327 Added 38.37%
76,907 $726,000
Q4 2021

Jan 20, 2022

BUY
$14.27 - $23.29 $600,410 - $979,926
42,075 Added 311.55%
55,580 $878,000
Q3 2021

Oct 19, 2021

BUY
$13.75 - $18.25 $27,362 - $36,317
1,990 Added 17.28%
13,505 $214,000
Q2 2021

Jul 28, 2021

BUY
$14.61 - $23.89 $168,234 - $275,093
11,515 New
11,515 $220,000

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 $5.29B
  • 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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