A detailed history of Brinker Capital Investments, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 33,907 shares of SOFI stock, worth $943,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,907
Previous 25,430 33.33%
Holding current value
$943,292
Previous $463,000 93.3%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
$17.64 - $29.81 $149,534 - $252,699
8,477 Added 33.33%
33,907 $895,000
Q2 2025

Aug 14, 2025

SELL
$9.5 - $18.21 $128,763 - $246,818
-13,554 Reduced 34.77%
25,430 $463,000
Q1 2025

Jul 31, 2025

BUY
$11.18 - $18.03 $39,029 - $62,942
3,491 Added 9.84%
38,984 $453,000
Q4 2024

Jul 31, 2025

BUY
$7.63 - $16.88 $106,118 - $234,767
13,908 Added 64.43%
35,493 $546,000
Q3 2024

Jul 31, 2025

SELL
$6.32 - $8.19 $17,613 - $22,825
-2,787 Reduced 11.44%
21,585 $169,000
Q2 2024

Jul 31, 2025

BUY
$6.32 - $7.89 $19,434 - $24,261
3,075 Added 14.44%
24,372 $161,000
Q1 2024

Jul 31, 2025

BUY
$6.92 - $9.65 $1,813 - $2,528
262 Added 1.25%
21,297 $155,000
Q4 2023

Jul 31, 2025

SELL
$6.62 - $10.32 $2,244 - $3,498
-339 Reduced 1.59%
21,035 $209,000
Q3 2023

Jul 31, 2025

BUY
$7.4 - $11.45 $814 - $1,259
110 Added 0.52%
21,374 $170,000
Q2 2023

Jul 31, 2025

BUY
$4.76 - $9.74 $899 - $1,840
189 Added 0.9%
21,264 $177,000
Q1 2023

Jul 31, 2025

BUY
$4.5 - $7.72 $94,837 - $162,699
21,075 New
21,075 $127,000

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 $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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