A detailed history of Panoramic Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 10,650 shares of SOFI stock, worth $163,477. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,650
Previous 23,000 53.7%
Holding current value
$163,477
Previous $168 Million 50.14%
% of portfolio
0.06%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$6.32 - $8.19 $78,052 - $101,146
-12,350 Reduced 53.7%
10,650 $83.7 Million
Q4 2023

Jan 23, 2024

BUY
$6.62 - $10.32 $49,650 - $77,400
7,500 Added 48.39%
23,000 $229 Million
Q3 2023

Nov 15, 2023

BUY
$7.4 - $11.45 $114,700 - $177,475
15,500 New
15,500 $124 Million

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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