A detailed history of Key Client Fiduciary Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 14,092 shares of SOFI stock, worth $181,223. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,092
Previous 12,647 11.43%
Holding current value
$181,223
Previous $194,000 14.43%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Apr 10, 2025

BUY
$11.18 - $18.03 $16,155 - $26,053
1,445 Added 11.43%
14,092 $166,000
Q4 2024

Jan 17, 2025

BUY
$7.63 - $16.88 $96,496 - $213,481
12,647 New
12,647 $194,000

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 $10.3B
  • 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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