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

New Edge Advisors, LLC

$15 Billion
Q3 2024

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 239,094 shares of SOFI stock, worth $3.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

239,094

Previous 422,199 43.37%

Holding current value

$3.67 Million

Previous $2.79 Million 32.65%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

742

Shares Held

500M

Call Options Held

71.7M

Put Options Held

63.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.3B
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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New Edge Advisors, LLC So Fi Technologies, Inc. Transaction History