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 $57,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,234
Previous 4,434 4.51%
Holding current value
$57,709
Previous $29,000 13.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $10.9B
  • 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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