A detailed history of Moneta Group Investment Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 12,348 shares of SOFI stock, worth $168,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,348
Holding current value
$168,303
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $78,039 - $101,130
12,348 New
12,348 $97,000
Q2 2024

Aug 13, 2024

SELL
$6.32 - $7.89 $67,320 - $84,044
-10,652 Closed
0 $0
Q1 2024

Aug 13, 2024

SELL
$6.92 - $9.65 $4,428 - $6,176
-640 Reduced 5.67%
10,652 $77,000
Q4 2023

Feb 15, 2024

BUY
$6.62 - $10.32 $556 - $866
84 Added 0.75%
11,292 $112,000
Q3 2023

Nov 15, 2023

SELL
$7.4 - $11.45 $710 - $1,099
-96 Reduced 0.85%
11,208 $89,000
Q2 2023

Aug 15, 2023

BUY
$4.76 - $9.74 $4,331 - $8,863
910 Added 8.76%
11,304 $94,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $10,098 - $17,323
2,244 Added 27.53%
10,394 $63,000
Q4 2022

Feb 16, 2023

SELL
$4.3 - $5.95 $42,974 - $59,464
-9,994 Reduced 55.08%
8,150 $37,000
Q4 2022

Feb 16, 2023

SELL
$4.3 - $5.95 $77.9 Million - $108 Million
-18,125,674 Reduced 99.9%
18,144 $83,000
Q4 2022

Feb 15, 2023

BUY
$4.3 - $5.95 $78 Million - $108 Million
18,143,818 New
18,143,818 $83.6 Million

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 $10.9B
  • 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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