A detailed history of Kestra Private Wealth Services, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 23,681 shares of SOFI stock, worth $364,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,681
Previous 26,031 9.03%
Holding current value
$364,687
Previous $172,000 8.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$6.32 - $8.19 $14,852 - $19,246
-2,350 Reduced 9.03%
23,681 $186,000
Q2 2024

Aug 12, 2024

SELL
$6.32 - $7.89 $98,181 - $122,571
-15,535 Reduced 37.37%
26,031 $172,000
Q1 2024

May 02, 2024

SELL
$6.92 - $9.65 $30,427 - $42,431
-4,397 Reduced 9.57%
41,566 $303,000
Q4 2023

Feb 05, 2024

BUY
$6.62 - $10.32 $13,067 - $20,371
1,974 Added 4.49%
45,963 $457,000
Q3 2023

Nov 07, 2023

BUY
$7.4 - $11.45 $63,699 - $98,561
8,608 Added 24.33%
43,989 $351,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $9,734 - $19,918
2,045 Added 6.13%
35,381 $295,000
Q1 2023

May 12, 2023

SELL
$4.5 - $7.72 $21,600 - $37,056
-4,800 Reduced 12.59%
33,336 $202,000
Q4 2022

Jan 31, 2023

SELL
$4.3 - $5.95 $30,100 - $41,650
-7,000 Reduced 15.51%
38,136 $175,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $24,200 - $41,150
-5,000 Reduced 9.97%
45,136 $220,000
Q2 2022

Aug 12, 2022

SELL
$5.25 - $9.77 $48,300 - $89,884
-9,200 Reduced 15.5%
50,136 $264,000
Q1 2022

May 26, 2022

SELL
$7.93 - $15.68 $84,454 - $166,992
-10,650 Reduced 15.22%
59,336 $560,000
Q4 2021

Jan 21, 2022

SELL
$14.27 - $23.29 $287,540 - $469,293
-20,150 Reduced 22.36%
69,986 $1.11 Million
Q3 2021

Oct 21, 2021

BUY
$13.75 - $18.25 $49,995 - $66,357
3,636 Added 4.2%
90,136 $1.43 Million
Q2 2021

Jul 30, 2021

BUY
$14.61 - $23.89 $1.26 Million - $2.07 Million
86,500 New
86,500 $1.66 Million

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 $12.3B
  • 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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