A detailed history of Diversified Trust CO transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Diversified Trust CO holds 33,743 shares of SOFI stock, worth $938,730. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,743
Previous 33,649 0.28%
Holding current value
$938,730
Previous $889,000 5.51%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026

BUY
$25.24 - $32.21 $2,372 - $3,027
94 Added 0.28%
33,743 $938,000
Q3 2025

Oct 20, 2025

BUY
$17.64 - $29.81 $393,742 - $665,389
22,321 Added 197.04%
33,649 $889,000
Q2 2025

Jul 11, 2025

BUY
$9.5 - $18.21 $3,705 - $7,101
390 Added 3.57%
11,328 $206,000
Q1 2025

Apr 24, 2025

BUY
$11.18 - $18.03 $122,286 - $197,212
10,938 New
10,938 $127,000
Q2 2024

Jul 16, 2024

SELL
$6.32 - $7.89 $72,863 - $90,963
-11,529 Reduced 45.51%
13,803 $91,000
Q1 2024

Apr 18, 2024

BUY
$6.92 - $9.65 $47,609 - $66,392
6,880 Added 37.29%
25,332 $184,000
Q4 2023

Jan 08, 2024

BUY
$6.62 - $10.32 $122,152 - $190,424
18,452 New
18,452 $183,000

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
Track This Portfolio

Track Diversified Trust CO Portfolio

Follow Diversified Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Trust CO with notifications on news.