A detailed history of Capital Analysts, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Capital Analysts, LLC holds 240 shares of SOFI stock, worth $6,676. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$6,676
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$11.18 - $18.03 $2,683 - $4,327
240 New
240 $3,000
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $947 - $1,465
128 New
128 $1,000
Q1 2022

May 12, 2022

SELL
$7.93 - $15.68 $1,903 - $3,763
-240 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$14.27 - $23.29 $3,424 - $5,589
240 New
240 $4,000

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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