A detailed history of Fortis Capital Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 37,964 shares of SOFI stock, worth $1.06 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
37,964
Previous 36,366 4.39%
Holding current value
$1.06 Million
Previous $961 Million 3.45%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jan 27, 2026

BUY
$25.24 - $32.21 $40,333 - $51,471
1,598 Added 4.39%
37,964 $994 Million
Q3 2025

Oct 31, 2025

SELL
$17.64 - $29.81 $144,665 - $244,471
-8,201 Reduced 18.4%
36,366 $961 Million
Q2 2025

Jul 21, 2025

BUY
$9.5 - $18.21 $423,386 - $811,565
44,567 New
44,567 $812 Million

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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