A detailed history of Alta Wealth Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 70,719 shares of SOFI stock, worth $789,931. This represents 0.25% of its overall portfolio holdings.

Number of Shares
70,719
Previous 52,949 33.56%
Holding current value
$789,931
Previous $349,000 59.03%
% of portfolio
0.25%
Previous 0.17%

Shares

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

Oct 18, 2024

BUY
$6.32 - $8.19 $112,306 - $145,536
17,770 Added 33.56%
70,719 $555,000
Q2 2024

Jul 24, 2024

SELL
$6.32 - $7.89 $3,160 - $3,945
-500 Reduced 0.94%
52,949 $349,000
Q4 2023

Feb 12, 2024

SELL
$6.62 - $10.32 $4,634 - $7,224
-700 Reduced 1.29%
53,449 $531,000
Q3 2023

Oct 19, 2023

SELL
$7.4 - $11.45 $23,310 - $36,067
-3,150 Reduced 5.5%
54,149 $432,000
Q2 2023

Jul 17, 2023

SELL
$4.76 - $9.74 $9,520 - $19,480
-2,000 Reduced 3.37%
57,299 $477,000
Q4 2022

Jan 20, 2023

SELL
$4.3 - $5.95 $86,430 - $119,595
-20,100 Reduced 25.32%
59,299 $0
Q3 2022

Oct 17, 2022

SELL
$4.84 - $8.23 $24,200 - $41,150
-5,000 Reduced 5.92%
79,399 $387,000
Q2 2022

Jul 28, 2022

BUY
$5.25 - $9.77 $443,094 - $824,578
84,399 New
84,399 $451,000

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 $8.93B
  • 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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