A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 11,584 shares of SOFI stock, worth $157,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,584
Previous 10,735 7.91%
Holding current value
$157,889
Previous $70,000 30.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$6.32 - $8.19 $5,365 - $6,953
849 Added 7.91%
11,584 $91,000
Q2 2024

Jul 26, 2024

BUY
$6.32 - $7.89 $67,845 - $84,699
10,735 New
10,735 $70,000
Q2 2022

Jul 29, 2022

BUY
$5.25 - $9.77 $1,638 - $3,048
312 Added 72.56%
742 $4,000
Q1 2022

May 11, 2022

SELL
$7.93 - $15.68 $7,739 - $15,303
-976 Reduced 69.42%
430 $4,000
Q4 2021

Jan 10, 2022

SELL
$14.27 - $23.29 $8,119 - $13,252
-569 Reduced 28.81%
1,406 $22,000
Q3 2021

Nov 24, 2021

BUY
$13.75 - $18.25 $14,781 - $19,618
1,075 Added 119.44%
1,975 $31,000
Q2 2021

Jul 30, 2021

BUY
$14.61 - $23.89 $13,149 - $21,501
900 New
900 $17,000

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 $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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