Pegasus Asset Management, Inc. So Fi Technologies, Inc. Transaction History

Pegasus Asset Management, Inc.

$284 Million
Q2 2025

A detailed history of Pegasus Asset Management, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pegasus Asset Management, Inc. holds 129,451 shares of SOFI stock, worth $3.36 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

129,451

Previous 123,887 4.49%

Holding current value

$3.36 Million

Previous $1.44 Million 63.68%

% of portfolio

0.83%

Previous 0.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$9.5 - $18.21 $52,858 - $101,320	5,564 Added 4.49%	129,451 $2.36 Million
Q1 2025 Apr 18, 2025	BUY	$11.18 - $18.03 $106,198 - $171,266	9,499 Added 8.3%	123,887 $1.44 Million
Q4 2024 Jan 31, 2025	BUY	$7.63 - $16.88 $10,964 - $24,256	1,437 Added 1.27%	114,388 $1.76 Million
Q3 2024 Oct 21, 2024	BUY	$6.32 - $8.19 $10,156 - $13,161	1,607 Added 1.44%	112,951 $887,000
Q2 2024 Jul 25, 2024	BUY	$6.32 - $7.89 $59,148 - $73,842	9,359 Added 9.18%	111,344 $735,000
Q1 2024 May 02, 2024	BUY	$6.92 - $9.65 $25,299 - $35,280	3,656 Added 3.72%	101,985 $744,000
Q4 2023 Feb 08, 2024	SELL	$6.62 - $10.32 $71,588 - $111,600	-10,814 Reduced 9.91%	98,329 $978,000
Q3 2023 Nov 02, 2023	BUY	$7.4 - $11.45 $30,073 - $46,532	4,064 Added 3.87%	109,143 $872,000
Q2 2023 Aug 01, 2023	BUY	$4.76 - $9.74 $2,479 - $5,074	521 Added 0.5%	105,079 $876,000
Q1 2023 Apr 21, 2023	BUY	$4.5 - $7.72 $4,995 - $8,569	1,110 Added 1.07%	104,558 $634,000
Q4 2022 Jan 25, 2023	BUY	$4.3 - $5.95 $2,167 - $2,998	504 Added 0.49%	103,448 $0
Q3 2022 Nov 08, 2022	SELL	$4.84 - $8.23 $3,296 - $5,604	-681 Reduced 0.66%	102,944 $502,000
Q2 2022 Aug 01, 2022	SELL	$5.25 - $9.77 $18,674 - $34,751	-3,557 Reduced 3.32%	103,625 $546,000
Q1 2022 Apr 20, 2022	BUY	$7.93 - $15.68 $28,080 - $55,522	3,541 Added 3.42%	107,182 $1.01 Million
Q4 2021 Jan 18, 2022	BUY	$14.27 - $23.29 $1.48 Million - $2.41 Million	103,641 New	103,641 $1.64 Million

Others Institutions Holding SOFI

# of Institutions

903

Shares Held

583M

Call Options Held

135M

Put Options Held

112M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $20.8B
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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Pegasus Asset Management, Inc. So Fi Technologies, Inc. Transaction History