Lpl Financial LLC So Fi Technologies, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 1,625,791 shares of SOFI stock, worth $25.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,625,791

Previous 1,542,395 5.41%

Holding current value

$25.2 Million

Previous $10.2 Million 25.34%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$6.32 - $8.19 $527,062 - $683,013	83,396 Added 5.41%	1,625,791 $12.8 Million
Q2 2024 Aug 07, 2024	BUY	$6.32 - $7.89 $1.15 Million - $1.44 Million	182,313 Added 13.4%	1,542,395 $10.2 Million
Q1 2024 May 10, 2024	BUY	$6.92 - $9.65 $2.57 Million - $3.58 Million	371,151 Added 37.53%	1,360,082 $9.93 Million
Q4 2023 Feb 14, 2024	BUY	$6.62 - $10.32 $561,839 - $875,858	84,870 Added 9.39%	988,931 $9.84 Million
Q3 2023 Nov 13, 2023	BUY	$7.4 - $11.45 $313,900 - $485,697	42,419 Added 4.92%	904,061 $7.22 Million
Q2 2023 Jul 31, 2023	BUY	$4.76 - $9.74 $290,769 - $594,977	61,086 Added 7.63%	861,642 $7.19 Million
Q1 2023 May 10, 2023	SELL	$4.5 - $7.72 $314,550 - $539,628	-69,900 Reduced 8.03%	800,556 $4.86 Million
Q4 2022 Feb 07, 2023	BUY	$4.3 - $5.95 $924,164 - $1.28 Million	214,922 Added 32.79%	870,456 $4.01 Million
Q3 2022 Nov 14, 2022	BUY	$4.84 - $8.23 $111,465 - $189,536	23,030 Added 3.64%	655,534 $3.2 Million
Q2 2022 Aug 12, 2022	BUY	$5.25 - $9.77 $3.32 Million - $6.18 Million	632,504 New	632,504 $3.33 Million
Q1 2022 May 16, 2022	SELL	$7.93 - $15.68 $2.93 Million - $5.79 Million	-369,551 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$14.27 - $23.29 $3 Million - $4.89 Million	210,003 Added 131.62%	369,551 $5.84 Million
Q3 2021 Nov 15, 2021	BUY	$13.75 - $18.25 $1.31 Million - $1.74 Million	95,456 Added 148.94%	159,548 $2.53 Million
Q2 2021 Aug 13, 2021	BUY	$14.61 - $23.89 $936,384 - $1.53 Million	64,092 New	64,092 $1.23 Million

Others Institutions Holding SOFI

# of Institutions

743

Shares Held

501M

Call Options Held

71.7M

Put Options Held

63.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.4B
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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Lpl Financial LLC So Fi Technologies, Inc. Transaction History