A detailed history of Soltis Investment Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 116,252 shares of SOFI stock, worth $1.78 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
116,252
Previous 116,828 0.49%
Holding current value
$1.78 Million
Previous $772,000 18.26%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 18, 2024

SELL
$6.32 - $8.19 $3,640 - $4,717
-576 Reduced 0.49%
116,252 $913,000
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $482,848 - $602,796
76,400 Added 188.98%
116,828 $772,000
Q1 2024

Apr 29, 2024

BUY
$6.92 - $9.65 $39,533 - $55,130
5,713 Added 16.46%
40,428 $295,000
Q3 2023

Nov 08, 2023

SELL
$7.4 - $11.45 $14,518 - $22,464
-1,962 Reduced 5.35%
34,715 $277,000
Q1 2023

May 03, 2023

SELL
$4.5 - $7.72 $450 - $772
-100 Reduced 0.27%
36,677 $222,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $36,837 - $62,638
7,611 Added 26.1%
36,777 $179,000
Q2 2022

Aug 11, 2022

BUY
$5.25 - $9.77 $153,121 - $284,951
29,166 New
29,166 $154,000

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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