A detailed history of Visionary Wealth Advisors transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Visionary Wealth Advisors holds 14,276 shares of SOFI stock, worth $219,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,276
Previous 14,246 0.21%
Holding current value
$219,136
Previous $94,000 19.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $189 - $245
30 Added 0.21%
14,276 $112,000
Q2 2024

Aug 13, 2024

BUY
$6.32 - $7.89 $1,655 - $2,067
262 Added 1.87%
14,246 $94,000
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $10,380 - $14,475
-1,500 Reduced 9.69%
13,984 $102,000
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $1,575 - $2,456
-238 Reduced 1.51%
15,484 $154,000
Q3 2023

Nov 13, 2023

SELL
$7.4 - $11.45 $17,619 - $27,262
-2,381 Reduced 13.15%
15,722 $125,000
Q2 2023

Aug 11, 2023

BUY
$4.76 - $9.74 $1,442 - $2,951
303 Added 1.7%
18,103 $150,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $9,675 - $13,387
-2,250 Reduced 11.22%
17,800 $82,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $953 - $1,621
197 Added 0.99%
20,050 $98,000
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $14,700 - $27,356
2,800 Added 16.42%
19,853 $105,000
Q1 2022

May 12, 2022

BUY
$7.93 - $15.68 $45,161 - $89,297
5,695 Added 50.14%
17,053 $161,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $162,078 - $264,527
11,358 New
11,358 $180,000

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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