Oppenheimer & CO Inc So Fi Technologies, Inc. Transaction History

Oppenheimer & CO Inc

$6.18 Billion
Q2 2024

A detailed history of Oppenheimer & CO Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Oppenheimer & CO Inc holds 246,803 shares of SOFI stock, worth $1.92 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

246,803

Previous 229,804 7.4%

Holding current value

$1.92 Million

Previous $1.68 Million 2.74%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$6.32 - $7.89 $107,433 - $134,122	16,999 Added 7.4%	246,803 $1.63 Million
Q1 2024 May 06, 2024	BUY	$6.92 - $9.65 $170,917 - $238,345	24,699 Added 12.04%	229,804 $1.68 Million
Q4 2023 Feb 13, 2024	BUY	$6.62 - $10.32 $85,179 - $132,787	12,867 Added 6.69%	205,105 $2.04 Million
Q3 2023 Nov 07, 2023	BUY	$7.4 - $11.45 $10,456 - $16,178	1,413 Added 0.74%	192,238 $1.54 Million
Q2 2023 Aug 02, 2023	BUY	$4.76 - $9.74 $1,408 - $2,883	296 Added 0.16%	190,825 $1.59 Million
Q1 2023 May 10, 2023	SELL	$4.5 - $7.72 $240,097 - $411,900	-53,355 Reduced 21.88%	190,529 $1.16 Million
Q4 2022 Feb 07, 2023	BUY	$4.3 - $5.95 $186,005 - $257,379	43,257 Added 21.56%	243,884 $1.12 Million
Q3 2022 Nov 14, 2022	BUY	$4.84 - $8.23 $91,993 - $156,427	19,007 Added 10.47%	200,627 $979,000
Q2 2022 Aug 08, 2022	BUY	$5.25 - $9.77 $104,060 - $193,651	19,821 Added 12.25%	181,620 $957,000
Q1 2022 May 12, 2022	BUY	$7.93 - $15.68 $88,831 - $175,647	11,202 Added 7.44%	161,799 $1.53 Million
Q4 2021 Feb 02, 2022	BUY	$14.27 - $23.29 $446,379 - $728,534	31,281 Added 26.22%	150,597 $2.38 Million
Q3 2021 Nov 12, 2021	BUY	$13.75 - $18.25 $589,916 - $782,979	42,903 Added 56.15%	119,316 $1.9 Million
Q2 2021 Aug 03, 2021	BUY	$14.61 - $23.89 $1.12 Million - $1.83 Million	76,413 New	76,413 $1.47 Million

Others Institutions Holding SOFI

# of Institutions

700

Shares Held

458M

Call Options Held

62.6M

Put Options Held

57.7M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $6.21B
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...

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Oppenheimer & CO Inc So Fi Technologies, Inc. Transaction History