A detailed history of Lm Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Lm Advisors LLC holds 132,505 shares of SOFI stock, worth $2.03 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
132,505
Previous 132,605 0.08%
Holding current value
$2.03 Million
Previous $877,000 18.7%
% of portfolio
0.21%
Previous 0.0%

Shares

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

Nov 07, 2024

SELL
$6.32 - $8.19 $632 - $819
-100 Reduced 0.08%
132,505 $1.04 Million
Q2 2024

Aug 14, 2024

SELL
$6.32 - $7.89 $71,093 - $88,754
-11,249 Reduced 7.82%
132,605 $877,000
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $166,080 - $231,600
-24,000 Reduced 14.3%
143,854 $1.05 Million
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $1.11 Million - $1.73 Million
167,854 New
167,854 $1.67 Billion

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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