A detailed history of Means Investment Co., Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Means Investment Co., Inc. holds 54,650 shares of SOFI stock, worth $408,235. This represents 0.04% of its overall portfolio holdings.

Number of Shares
54,650
Previous 57,692 5.27%
Holding current value
$408,235
Previous $421,000 14.25%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$6.32 - $7.89 $19,225 - $24,001
-3,042 Reduced 5.27%
54,650 $361,000
Q1 2024

Apr 17, 2024

SELL
$6.92 - $9.65 $21,355 - $29,779
-3,086 Reduced 5.08%
57,692 $421,000
Q4 2023

Jan 25, 2024

BUY
$6.62 - $10.32 $31,835 - $49,628
4,809 Added 8.59%
60,778 $604,000
Q3 2023

Oct 25, 2023

SELL
$7.4 - $11.45 $11,270 - $17,438
-1,523 Reduced 2.65%
55,969 $447,000
Q2 2023

Jul 31, 2023

BUY
$4.76 - $9.74 $28,698 - $58,722
6,029 Added 11.72%
57,492 $479,000
Q1 2023

May 08, 2023

BUY
$4.5 - $7.72 $75,366 - $129,294
16,748 Added 48.24%
51,463 $312,000
Q4 2022

Jan 27, 2023

SELL
$4.3 - $5.95 $255,991 - $354,221
-59,533 Reduced 63.17%
34,715 $0
Q3 2022

Oct 17, 2022

BUY
$4.84 - $8.23 $17,070 - $29,027
3,527 Added 3.89%
94,248 $460,000
Q2 2022

Jul 21, 2022

BUY
$5.25 - $9.77 $158,665 - $295,268
30,222 Added 49.95%
90,721 $478,000
Q1 2022

Apr 26, 2022

BUY
$7.93 - $15.68 $395,223 - $781,475
49,839 Added 467.53%
60,499 $572,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $152,118 - $248,271
10,660 New
10,660 $169,000

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 $5.97B
  • 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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