A detailed history of Strategic Wealth Advisors Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 408,997 shares of SOFI stock, worth $5.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
408,997
Previous 201,078 103.4%
Holding current value
$5.57 Million
Previous $1.26 Million 58.54%
% of portfolio
0.09%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$4.84 - $8.23 $1.01 Million - $1.71 Million
207,919 Added 103.4%
408,997 $2 Million
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $536,949 - $999,236
102,276 Added 103.52%
201,078 $1.26 Million
Q1 2022

May 10, 2022

BUY
$7.93 - $15.68 $511,714 - $1.01 Million
64,529 Added 188.28%
98,802 $929,000
Q4 2021

Feb 16, 2022

SELL
$14.27 - $23.29 $41,654 - $67,983
-2,919 Reduced 7.85%
34,273 $537,000
Q3 2021

Nov 17, 2021

BUY
$13.75 - $18.25 $63,593 - $84,406
4,625 Added 14.2%
37,192 $591,000
Q2 2021

Aug 10, 2021

BUY
$14.61 - $23.89 $475,803 - $778,025
32,567 New
32,567 $624,000

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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