A detailed history of Klcm Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Klcm Advisors, Inc. holds 11,000 shares of SOFI stock, worth $72,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,000
Previous 24,500 55.1%
Holding current value
$72,710
Previous $243,000 67.08%
% of portfolio
0.01%
Previous 0.04%

Shares

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

May 16, 2024

SELL
$6.92 - $9.65 $93,420 - $130,275
-13,500 Reduced 55.1%
11,000 $80,000
Q4 2023

Jan 30, 2024

BUY
$6.62 - $10.32 $162,190 - $252,840
24,500 New
24,500 $243,000

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
Track This Portfolio

Track Klcm Advisors, Inc. Portfolio

Follow Klcm 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 Klcm Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Klcm Advisors, Inc. with notifications on news.