A detailed history of Valeo Financial Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 28,176 shares of SOFI stock, worth $469,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,176
Previous 29,716 5.18%
Holding current value
$469,412
Previous $196,000 12.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

SELL
$6.32 - $8.19 $9,732 - $12,612
-1,540 Reduced 5.18%
28,176 $221,000
Q2 2024

Jul 10, 2024

SELL
$6.32 - $7.89 $63,200 - $78,900
-10,000 Reduced 25.18%
29,716 $196,000
Q1 2024

Apr 19, 2024

SELL
$6.92 - $9.65 $20,760 - $28,950
-3,000 Reduced 7.02%
39,716 $289,000
Q4 2023

Jan 29, 2024

SELL
$6.62 - $10.32 $32,438 - $50,568
-4,900 Reduced 10.29%
42,716 $425,000
Q3 2023

Oct 19, 2023

SELL
$7.4 - $11.45 $48,100 - $74,425
-6,500 Reduced 12.01%
47,616 $380,000
Q2 2023

Jul 14, 2023

SELL
$4.76 - $9.74 $4,760 - $9,740
-1,000 Reduced 1.81%
54,116 $451,000
Q1 2023

Apr 17, 2023

BUY
$4.5 - $7.72 $52,452 - $89,984
11,656 Added 26.82%
55,116 $334,000
Q4 2022

Feb 09, 2023

SELL
$4.3 - $5.95 $45,949 - $63,581
-10,686 Reduced 19.74%
43,460 $200,000
Q3 2022

Oct 31, 2022

SELL
$4.84 - $8.23 $14,447 - $24,566
-2,985 Reduced 5.22%
54,146 $264,000
Q2 2022

Aug 03, 2022

BUY
$5.25 - $9.77 $2,451 - $4,562
467 Added 0.82%
57,131 $301,000
Q1 2022

Apr 28, 2022

BUY
$7.93 - $15.68 $184,887 - $365,579
23,315 Added 69.91%
56,664 $535,000
Q4 2021

Jan 07, 2022

BUY
$14.27 - $23.29 $170,826 - $278,804
11,971 Added 56.0%
33,349 $527,000
Q3 2021

Nov 02, 2021

BUY
$13.75 - $18.25 $89,897 - $119,318
6,538 Added 44.06%
21,378 $339,000
Q2 2021

Jul 22, 2021

BUY
$14.61 - $23.89 $216,812 - $354,527
14,840 New
14,840 $284,000

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 $13.3B
  • 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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