A detailed history of Level Four Advisory Services, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 30,600 shares of SOFI stock, worth $459,306. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,600
Previous 31,462 2.74%
Holding current value
$459,306
Previous $207,000 15.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$6.32 - $8.19 $5,447 - $7,059
-862 Reduced 2.74%
30,600 $240,000
Q2 2024

Aug 09, 2024

BUY
$6.32 - $7.89 $21,475 - $26,810
3,398 Added 12.11%
31,462 $207,000
Q4 2023

Feb 08, 2024

BUY
$6.62 - $10.32 $53,218 - $82,962
8,039 Added 40.14%
28,064 $279,000
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $67,058 - $103,759
9,062 Added 82.66%
20,025 $159,000
Q2 2023

Jul 10, 2023

BUY
$4.76 - $9.74 $52,183 - $106,779
10,963 New
10,963 $91,000

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 $12B
  • 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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