A detailed history of San Luis Wealth Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 60,245 shares of SOFI stock, worth $924,760. This represents 0.1% of its overall portfolio holdings.

Number of Shares
60,245
Previous 60,245 -0.0%
Holding current value
$924,760
Previous $392,000 18.88%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$6.32 - $7.89 $8,961 - $11,188
1,418 Added 2.41%
60,245 $392,000
Q1 2024

Apr 11, 2024

SELL
$6.92 - $9.65 $1,065 - $1,486
-154 Reduced 0.26%
58,827 $429,000
Q4 2023

Jan 17, 2024

SELL
$6.62 - $10.32 $13,246 - $20,650
-2,001 Reduced 3.28%
58,981 $587,000
Q3 2023

Oct 31, 2023

BUY
$7.4 - $11.45 $2,116 - $3,274
286 Added 0.47%
60,982 $487,000
Q2 2023

Aug 02, 2023

SELL
$4.76 - $9.74 $52 - $107
-11 Reduced 0.02%
60,696 $506,000
Q1 2023

May 10, 2023

SELL
$4.5 - $7.72 $3,744 - $6,423
-832 Reduced 1.35%
60,707 $368,000
Q4 2022

Feb 02, 2023

SELL
$4.3 - $5.95 $11,855 - $16,404
-2,757 Reduced 4.29%
61,539 $284,000
Q3 2022

Oct 26, 2022

BUY
$4.84 - $8.23 $992 - $1,687
205 Added 0.32%
64,296 $314,000
Q2 2022

Aug 10, 2022

BUY
$5.25 - $9.77 $21,456 - $39,929
4,087 Added 6.81%
64,091 $338,000
Q4 2021

Feb 14, 2022

SELL
$14.27 - $23.29 $713 - $1,164
-50 Reduced 0.08%
60,004 $949,000
Q3 2021

Nov 09, 2021

BUY
$13.75 - $18.25 $825,742 - $1.1 Million
60,054 New
60,054 $954,000

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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