Valeo Financial Advisors, LLC So Fi Technologies, Inc. Transaction History

Valeo Financial Advisors, LLC

$36.8 Billion
Q2 2025

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 1,337,048 shares of SOFI stock, worth $31.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,337,048

Previous 33,749 3861.74%

Holding current value

$31.6 Million

Previous $392,000 6110.97%

% of portfolio

0.07%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$9.5 - $18.21 $12.4 Million - $23.7 Million	1,303,299 Added 3861.74%	1,337,048 $24.3 Million
Q1 2025 Apr 30, 2025	BUY	$11.18 - $18.03 $35,988 - $58,038	3,219 Added 10.54%	33,749 $392,000
Q4 2024 Jan 30, 2025	BUY	$7.63 - $16.88 $17,961 - $39,735	2,354 Added 8.35%	30,530 $470,000
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

# of Institutions

888

Shares Held

550M

Call Options Held

102M

Put Options Held

75.3M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $18.9B
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...

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Valeo Financial Advisors, LLC So Fi Technologies, Inc. Transaction History