A detailed history of Aventura Private Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 1,279 shares of SOFI stock, worth $35,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,279
Holding current value
$35,581
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$25.24 - $32.21 $32,281 - $41,196
1,279 New
1,279 $33.5 Million
Q2 2025

Jan 07, 2026

SELL
$9.5 - $18.21 $475 - $910
-50 Reduced 3.76%
1,279 $23.3 Million
Q1 2025

Jan 07, 2026

BUY
$11.18 - $18.03 $559 - $901
50 Added 3.91%
1,329 $15.5 Million
Q4 2024

Jan 07, 2026

BUY
$7.63 - $16.88 $15,641 - $34,604
2,050 Added 160.28%
3,329 $51.3 Million

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 $22.2B
  • 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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