A detailed history of Optimum Investment Advisors transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 550 shares of SOFI stock, worth $8,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares
550
Previous 650 15.38%
Holding current value
$8,354
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
$7.63 - $16.88 $763 - $1,688
-100 Reduced 15.38%
550 $8,000
Q2 2024

Jul 12, 2024

SELL
$6.32 - $7.89 $632 - $789
-100 Reduced 13.33%
650 $4,000
Q4 2023

Jan 08, 2024

SELL
$6.62 - $10.32 $2,945 - $4,592
-445 Reduced 37.24%
750 $7,000
Q3 2023

Oct 13, 2023

BUY
$7.4 - $11.45 $740 - $1,145
100 Added 9.13%
1,195 $9,000
Q4 2022

Jan 05, 2023

SELL
$4.3 - $5.95 $1,290 - $1,785
-300 Reduced 21.51%
1,095 $0
Q1 2022

Apr 08, 2022

SELL
$7.93 - $15.68 $634 - $1,254
-80 Reduced 5.42%
1,395 $13,000
Q4 2021

Mar 17, 2022

BUY
$14.27 - $23.29 $5,422 - $8,850
380 Added 34.7%
1,475 $23,000
Q3 2021

Oct 22, 2021

BUY
$13.75 - $18.25 $8,868 - $11,771
645 Added 143.33%
1,095 $17,000
Q2 2021

Aug 02, 2021

BUY
$14.61 - $23.89 $6,574 - $10,750
450 New
450 $9,000

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 $12.1B
  • 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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