A detailed history of Rockefeller Capital Management L.P. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 2,209,266 shares of SOFI stock, worth $33.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,209,266
Previous 1,832,367 20.57%
Holding current value
$33.9 Million
Previous $12.1 Million 43.37%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$6.32 - $8.19 $2.38 Million - $3.09 Million
376,899 Added 20.57%
2,209,266 $17.4 Million
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $5.29 Million - $6.6 Million
836,493 Added 84.0%
1,832,367 $12.1 Million
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $6.21 Million - $8.65 Million
896,710 Added 904.27%
995,874 $7.27 Million
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $3.45 Million - $5.37 Million
-520,526 Reduced 84.0%
99,164 $986,000
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $4.24 Million - $6.56 Million
573,127 Added 1230.86%
619,690 $4.95 Million
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $58,805 - $120,327
12,354 Added 36.11%
46,563 $388,000
Q1 2023

May 17, 2023

SELL
$4.5 - $7.72 $46,624 - $79,986
-10,361 Reduced 23.25%
34,209 $207,000
Q4 2022

Mar 06, 2023

SELL
$4.3 - $5.95 $32,288 - $44,678
-7,509 Reduced 14.42%
44,570 $205,000
Q3 2022

Nov 02, 2022

SELL
$4.84 - $8.23 $78,306 - $133,153
-16,179 Reduced 23.7%
52,079 $254,000
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $64,638 - $120,288
12,312 Added 22.01%
68,258 $359,000
Q1 2022

May 13, 2022

BUY
$7.93 - $15.68 $78,499 - $155,216
9,899 Added 21.5%
55,946 $528,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $311,043 - $507,652
21,797 Added 89.88%
46,047 $728,000
Q3 2021

Nov 12, 2021

BUY
$13.75 - $18.25 $123,750 - $164,250
9,000 Added 59.02%
24,250 $385,000
Q2 2021

Aug 10, 2021

BUY
$14.61 - $23.89 $222,802 - $364,322
15,250 New
15,250 $292,000

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 $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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