New Edge Advisors, LLC So Fi Technologies, Inc. Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 286,287 shares of SOFI stock, worth $7.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
286,287
Previous 195,360 46.54%
Holding current value
$7.5 Million
Previous $2.27 Million 129.45%
% of portfolio
0.03%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$9.5 - $18.21 $863,806 - $1.66 Million
90,927 Added 46.54%
286,287 $5.21 Million
Q1 2025

May 15, 2025
BUY
$11.18 - $18.03 $350,604 - $565,420
31,360 Added 19.12%
195,360 $2.27 Million
Q4 2024

Feb 13, 2025
SELL
$7.63 - $16.88 $572,967 - $1.27 Million
-75,094 Reduced 31.41%
164,000 $2.53 Million
Q3 2024

Nov 14, 2024
SELL
$6.32 - $8.19 $1.16 Million - $1.5 Million
-183,105 Reduced 43.37%
239,094 $1.88 Million
Q2 2024

Aug 15, 2024
BUY
$6.32 - $7.89 $650,789 - $812,456
102,973 Added 32.26%
422,199 $2.79 Million
Q1 2024

May 14, 2024
SELL
$6.92 - $9.65 $75,275 - $104,972
-10,878 Reduced 3.3%
319,226 $2.33 Million
Q4 2023

Feb 13, 2024
BUY
$6.62 - $10.32 $37,793 - $58,916
5,709 Added 1.76%
330,104 $3.28 Million
Q3 2023

Nov 14, 2023
SELL
$7.4 - $11.45 $30,554 - $47,277
-4,129 Reduced 1.26%
324,395 $2.59 Million
Q2 2023

Aug 14, 2023
BUY
$4.76 - $9.74 $1.02 Million - $2.08 Million
213,934 Added 186.7%
328,524 $2.74 Million
Q1 2023

May 12, 2023
BUY
$4.5 - $7.72 $378,558 - $649,437
84,124 Added 276.12%
114,590 $695,000
Q4 2022

Feb 14, 2023
BUY
$4.3 - $5.95 $14,925 - $20,652
3,471 Added 12.86%
30,466 $140,000
Q3 2022

Nov 14, 2022
SELL
$4.84 - $8.23 $17,709 - $30,113
-3,659 Reduced 11.94%
26,995 $132,000
Q2 2022

Aug 09, 2022
BUY
$5.25 - $9.77 $160,933 - $299,489
30,654 New
30,654 $162,000
Q1 2022

May 13, 2022
SELL
$7.93 - $15.68 $232,015 - $458,765
-29,258 Closed
0 $0
Q4 2021

Feb 17, 2022
SELL
$14.27 - $23.29 $39,927 - $65,165
-2,798 Reduced 8.73%
29,258 $463,000
Q3 2021

Oct 29, 2021
SELL
$13.75 - $18.25 $18,012 - $23,907
-1,310 Reduced 3.93%
32,056 $509,000
Q2 2021

Jul 22, 2021
BUY
$14.61 - $23.89 $487,477 - $797,113
33,366 New
33,366 $640,000

Others Institutions Holding SOFI

# of Institutions
908
Shares Held
583M
Call Options Held
135M
Put Options Held
112M
View Full List

About SoFi Technologies, Inc.

SOFI Quotes by TradingView
  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $20.9B
  • 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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