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 36,366 shares of SOFI stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
36,366
Previous 44,567 18.4%
Holding current value
$1.01 Million
Previous $812 Million 18.39%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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