A detailed history of Cerity Partners LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cerity Partners LLC holds 705,371 shares of SOFI stock, worth $12.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
705,371
Previous 566,773 24.45%
Holding current value
$12.6 Million
Previous $3.75 Million 48.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $875,939 - $1.14 Million
138,598 Added 24.45%
705,371 $5.54 Million
Q2 2024

Aug 13, 2024

BUY
$6.32 - $7.89 $60,330 - $75,317
9,546 Added 1.71%
566,773 $3.75 Million
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $73,781 - $102,888
10,662 Added 1.95%
557,227 $4.07 Million
Q4 2023

Jan 26, 2024

BUY
$6.62 - $10.32 $3.62 Million - $5.64 Million
546,565 New
546,565 $5.44 Million
Q2 2023

Aug 14, 2023

SELL
$4.76 - $9.74 $29,283 - $59,920
-6,152 Reduced 1.13%
538,155 $4.49 Million
Q1 2023

May 11, 2023

SELL
$4.5 - $7.72 $15,354 - $26,340
-3,412 Reduced 0.62%
544,307 $3.3 Million
Q4 2022

Feb 15, 2023

BUY
$4.3 - $5.95 $50,000 - $69,186
11,628 Added 2.17%
547,719 $2.52 Million
Q3 2022

Nov 10, 2022

BUY
$4.84 - $8.23 $52,731 - $89,665
10,895 Added 2.07%
536,091 $2.62 Million
Q2 2022

Aug 10, 2022

BUY
$5.25 - $9.77 $1.32 Million - $2.45 Million
250,496 Added 91.19%
525,196 $2.77 Million
Q1 2022

Apr 25, 2022

BUY
$7.93 - $15.68 $2.08 Million - $4.12 Million
262,605 Added 2171.19%
274,700 $2.6 Million
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $172,595 - $281,692
12,095 New
12,095 $191,000

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 $14.3B
  • 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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