A detailed history of Fiduciary Alliance LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Fiduciary Alliance LLC holds 199,253 shares of SOFI stock, worth $5.54 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
199,253
Previous 191,913 3.82%
Holding current value
$5.54 Million
Previous $3.49 Billion 50.63%
% of portfolio
0.35%
Previous 0.26%

Shares

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

Oct 08, 2025

BUY
$17.64 - $29.81 $129,477 - $218,805
7,340 Added 3.82%
199,253 $5.26 Billion
Q2 2025

Jul 09, 2025

BUY
$9.5 - $18.21 $902,205 - $1.73 Million
94,969 Added 97.96%
191,913 $3.49 Billion
Q1 2025

Apr 09, 2025

BUY
$11.18 - $18.03 $1.08 Million - $1.75 Million
96,944 New
96,944 $1.13 Billion
Q4 2022

Jan 19, 2023

BUY
$4.3 - $5.95 $202 - $279
47 New
47 $217,000

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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