A detailed history of Orion Portfolio Solutions, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 21,585 shares of SOFI stock, worth $331,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,585
Previous 24,372 11.44%
Holding current value
$331,329
Previous $161,000 4.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 15, 2024

SELL
$6.32 - $8.19 $17,613 - $22,825
-2,787 Reduced 11.44%
21,585 $169,000
Q2 2024

Aug 13, 2024

BUY
$6.32 - $7.89 $19,434 - $24,261
3,075 Added 14.44%
24,372 $161,000
Q1 2024

May 09, 2024

BUY
$6.92 - $9.65 $1,813 - $2,528
262 Added 1.25%
21,297 $155,000
Q4 2023

Feb 09, 2024

SELL
$6.62 - $10.32 $2,244 - $3,498
-339 Reduced 1.59%
21,035 $209,000
Q3 2023

Nov 01, 2023

BUY
$7.4 - $11.45 $814 - $1,259
110 Added 0.52%
21,374 $170,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $899 - $1,840
189 Added 0.9%
21,264 $177,000
Q1 2023

Aug 30, 2023

SELL
$4.5 - $7.72 $850 - $1,459
-189 Reduced 0.89%
21,075 $127,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $1,062 - $1,821
-236 Reduced 1.11%
21,075 $127,000
Q4 2022

Feb 08, 2023

SELL
$4.3 - $5.95 $15,613 - $21,604
-3,631 Reduced 14.56%
21,311 $98,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $585 - $995
121 Added 0.49%
24,942 $122,000
Q2 2022

Jul 14, 2022

BUY
$5.25 - $9.77 $14,962 - $27,844
2,850 Added 12.97%
24,821 $131,000
Q1 2022

May 19, 2022

SELL
$7.93 - $15.68 $6,129 - $12,120
-773 Reduced 3.4%
21,971 $208,000
Q4 2021

Feb 09, 2022

BUY
$14.27 - $23.29 $29,881 - $48,769
2,094 Added 10.14%
22,744 $360,000
Q3 2021

Nov 10, 2021

BUY
$13.75 - $18.25 $89,375 - $118,625
6,500 Added 45.94%
20,650 $328,000
Q2 2021

Aug 05, 2021

BUY
$14.61 - $23.89 $206,731 - $338,043
14,150 New
14,150 $271,000

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 $12.3B
  • 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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