A detailed history of Pfg Investments, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pfg Investments, LLC holds 53,045 shares of SOFI stock, worth $738,916. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,045
Previous 82,397 35.62%
Holding current value
$738,916
Previous $545 Million 23.45%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$6.32 - $8.19 $185,504 - $240,392
-29,352 Reduced 35.62%
53,045 $417 Million
Q2 2024

Aug 06, 2024

BUY
$6.32 - $7.89 $127,506 - $159,180
20,175 Added 32.42%
82,397 $545 Million
Q1 2024

Apr 22, 2024

BUY
$6.92 - $9.65 $225,363 - $314,271
32,567 Added 109.82%
62,222 $454 Million
Q4 2023

Jan 17, 2024

BUY
$6.62 - $10.32 $10,241 - $15,965
1,547 Added 5.5%
29,655 $295 Million
Q3 2023

Nov 06, 2023

BUY
$7.4 - $11.45 $45,510 - $70,417
6,150 Added 28.01%
28,108 $225 Million
Q2 2023

Aug 03, 2023

SELL
$4.76 - $9.74 $16,422 - $33,603
-3,450 Reduced 13.58%
21,958 $183 Million
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $114,336 - $196,149
25,408 New
25,408 $154 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 $11.1B
  • 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
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.