A detailed history of Moseley Investment Management Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Moseley Investment Management Inc holds 33,536 shares of SOFI stock, worth $526,515. This represents 0.11% of its overall portfolio holdings.

Number of Shares
33,536
Previous 30,938 8.4%
Holding current value
$526,515
Previous $204,000 28.92%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 16, 2024

BUY
$6.32 - $8.19 $16,419 - $21,277
2,598 Added 8.4%
33,536 $263,000
Q2 2024

Jul 16, 2024

BUY
$6.32 - $7.89 $1,630 - $2,035
258 Added 0.84%
30,938 $204,000
Q1 2024

Apr 04, 2024

BUY
$6.92 - $9.65 $27,825 - $38,802
4,021 Added 15.08%
30,680 $223,000
Q4 2023

Jan 25, 2024

SELL
$6.62 - $10.32 $23,203 - $36,171
-3,505 Reduced 11.62%
26,659 $265,000
Q3 2023

Oct 16, 2023

BUY
$7.4 - $11.45 $30,273 - $46,841
4,091 Added 15.69%
30,164 $241,000
Q2 2023

Jul 06, 2023

BUY
$4.76 - $9.74 $124,107 - $253,951
26,073 New
26,073 $217,000
Q4 2022

Jan 24, 2023

SELL
$4.3 - $5.95 $3,091 - $4,278
-719 Reduced 2.39%
29,351 $0
Q3 2022

Oct 13, 2022

SELL
$4.84 - $8.23 $38,782 - $65,946
-8,013 Reduced 21.04%
30,070 $147,000
Q2 2022

Jul 15, 2022

BUY
$5.25 - $9.77 $25,194 - $46,886
4,799 Added 14.42%
38,083 $201,000
Q1 2022

Apr 21, 2022

BUY
$7.93 - $15.68 $19,087 - $37,741
2,407 Added 7.8%
33,284 $315,000
Q4 2021

Jan 25, 2022

BUY
$14.27 - $23.29 $440,614 - $719,125
30,877 New
30,877 $488,000

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 $12.6B
  • 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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