A detailed history of Pathstone Family Office, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 126,930 shares of SOFI stock, worth $1.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
126,930
Previous 97,629 30.01%
Holding current value
$1.73 Million
Previous $814,000 24.57%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$7.4 - $11.45 $216,827 - $335,496
29,301 Added 30.01%
126,930 $1.01 Million
Q2 2023

Jan 12, 2024

SELL
$4.76 - $9.74 $52,907 - $108,260
-11,115 Reduced 8.76%
115,815 $965,000
Q2 2023

Aug 14, 2023

SELL
$4.76 - $9.74 $72,799 - $148,963
-15,294 Reduced 13.54%
97,629 $814,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $411,660 - $706,225
-91,480 Reduced 44.75%
112,923 $685,000
Q4 2022

Oct 23, 2023

BUY
$4.3 - $5.95 $29,743 - $41,156
6,917 Added 3.5%
204,403 $942,000
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $29,743 - $41,156
6,917 Added 3.5%
204,403 $942,000
Q3 2022

Oct 23, 2023

BUY
$4.84 - $8.23 $18,517 - $31,487
3,826 Added 1.98%
197,486 $963,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $18,517 - $31,487
3,826 Added 1.98%
197,486 $964,000
Q2 2022

Oct 23, 2023

BUY
$5.25 - $9.77 $504,162 - $938,222
96,031 Added 98.36%
193,660 $1.02 Million
Q2 2022

Aug 15, 2022

BUY
$5.25 - $9.77 $480,133 - $893,505
91,454 Added 89.48%
193,660 $1.02 Million
Q1 2022

May 16, 2022

SELL
$7.93 - $15.68 $653,067 - $1.29 Million
-82,354 Reduced 44.62%
102,206 $966,000
Q4 2021

Feb 14, 2022

SELL
$14.27 - $23.29 $14 - $23
-1 Reduced -0.0%
184,560 $2.92 Million
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $2.54 Million - $3.37 Million
184,561 New
184,561 $2.93 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 $10.9B
  • 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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