A detailed history of Mercer Global Advisors Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Mercer Global Advisors Inc holds 70,401 shares of SOFI stock, worth $831,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70,401
Previous 65,740 7.09%
Holding current value
$831,435
Previous $482,000 3.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

BUY
$6.32 - $7.89 $29,457 - $36,775
4,661 Added 7.09%
70,401 $465,000
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $102,083 - $142,356
-14,752 Reduced 18.33%
65,740 $482,000
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $106,449 - $165,945
-16,080 Reduced 16.65%
80,492 $801,000
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $421,163 - $651,665
56,914 Added 143.51%
96,572 $772,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $38,303 - $78,377
8,047 Added 25.46%
39,658 $330,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $23,377 - $40,105
-5,195 Reduced 14.11%
31,611 $191,000
Q4 2022

Feb 08, 2023

BUY
$4.3 - $5.95 $38,373 - $53,097
8,924 Added 32.01%
36,806 $170,000
Q3 2022

Nov 15, 2022

BUY
$4.84 - $8.23 $9,215 - $15,669
1,904 Added 7.33%
27,882 $136,000
Q2 2022

Aug 10, 2022

BUY
$5.25 - $9.77 $9,392 - $17,478
1,789 Added 7.4%
25,978 $137,000
Q1 2022

May 10, 2022

BUY
$7.93 - $15.68 $73,526 - $145,384
9,272 Added 62.16%
24,189 $229,000
Q4 2021

Feb 04, 2022

SELL
$14.27 - $23.29 $130,770 - $213,429
-9,164 Reduced 38.05%
14,917 $236,000
Q3 2021

Nov 10, 2021

BUY
$13.75 - $18.25 $331,113 - $439,478
24,081 New
24,081 $382,000

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 $9.44B
  • 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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