Soa Wealth Advisors, Llc. So Fi Technologies, Inc. Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,234 shares of SOFI stock, worth $66,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,234

Previous 4,234 -0.0%

Holding current value

$66,177

Previous $33,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$6.32 - $8.19 $1,264 - $1,638	-200 Reduced 4.51%	4,234 $33,000
Q2 2024 Jul 17, 2024	SELL	$6.32 - $7.89 $499 - $623	-79 Reduced 1.75%	4,434 $29,000
Q1 2024 Apr 10, 2024	BUY	$6.92 - $9.65 $11,853 - $16,530	1,713 Added 61.18%	4,513 $32,000
Q4 2023 Jan 10, 2024	SELL	$6.62 - $10.32 $132 - $206	-20 Reduced 0.71%	2,800 $27,000
Q3 2023 Oct 10, 2023	SELL	$7.4 - $11.45 $592 - $916	-80 Reduced 2.76%	2,820 $22,000
Q2 2023 Jul 07, 2023	BUY	$4.76 - $9.74 $285 - $584	60 Added 2.11%	2,900 $24,000
Q1 2023 Apr 28, 2023	SELL	$4.5 - $7.72 $810 - $1,389	-180 Reduced 5.96%	2,840 $17,000
Q4 2022 Jan 10, 2023	BUY	$4.3 - $5.95 $387 - $535	90 Added 3.07%	3,020 $0
Q3 2022 Oct 07, 2022	BUY	$4.84 - $8.23 $1,984 - $3,374	410 Added 16.27%	2,930 $14,000
Q2 2022 Jul 13, 2022	SELL	$5.25 - $9.77 $3,570 - $6,643	-680 Reduced 21.25%	2,520 $13,000
Q1 2022 Apr 07, 2022	BUY	$7.93 - $15.68 $13,481 - $26,656	1,700 Added 113.33%	3,200 $30,000
Q4 2021 Jan 13, 2022	SELL	$14.27 - $23.29 $6,421 - $10,480	-450 Reduced 23.08%	1,500 $23,000
Q3 2021 Oct 12, 2021	SELL	$13.75 - $18.25 $687 - $912	-50 Reduced 2.5%	1,950 $30,000
Q2 2021 Jul 14, 2021	BUY	$14.61 - $23.89 $29,220 - $47,780	2,000 New	2,000 $38,000

Others Institutions Holding SOFI

# of Institutions

742

Shares Held

500M

Call Options Held

71.7M

Put Options Held

63.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.5B
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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Soa Wealth Advisors, Llc. So Fi Technologies, Inc. Transaction History