A detailed history of Umb Bank, N.A. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 31,237 shares of SOFI stock, worth $425,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,237
Previous 31,237 -0.0%
Holding current value
$425,760
Previous $206,000 18.93%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$6.92 - $9.65 $57,283 - $79,882
8,278 Added 36.06%
31,237 $228,000
Q4 2023

Jan 23, 2024

BUY
$6.62 - $10.32 $51,920 - $80,939
7,843 Added 51.89%
22,959 $228,000
Q3 2023

Oct 18, 2023

BUY
$7.4 - $11.45 $66,193 - $102,420
8,945 Added 144.95%
15,116 $120,000
Q2 2022

Jul 20, 2022

BUY
$5.25 - $9.77 $32,397 - $60,290
6,171 New
6,171 $33,000

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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