A detailed history of Brendel Financial Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 116,369 shares of SOFI stock, worth $3.24 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
116,369
Previous 139,110 16.35%
Holding current value
$3.24 Million
Previous $2.53 Million 21.36%
% of portfolio
1.59%
Previous 1.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$17.64 - $29.81 $401,151 - $677,909
-22,741 Reduced 16.35%
116,369 $3.07 Million
Q2 2025

Jul 11, 2025

BUY
$9.5 - $18.21 $1.32 Million - $2.53 Million
139,110 New
139,110 $2.53 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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