A detailed history of Foundations Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 28,111 shares of SOFI stock, worth $782,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,111
Previous 26,924 4.41%
Holding current value
$782,048
Previous $490,000 51.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025

BUY
$17.64 - $29.81 $20,938 - $35,384
1,187 Added 4.41%
28,111 $742,000
Q2 2025

Aug 08, 2025

BUY
$9.5 - $18.21 $49,628 - $95,129
5,224 Added 24.07%
26,924 $490,000
Q1 2025

May 07, 2025

BUY
$11.18 - $18.03 $47,235 - $76,176
4,225 Added 24.18%
21,700 $252,000
Q4 2024

Jan 22, 2025

BUY
$7.63 - $16.88 $389 - $860
51 Added 0.29%
17,475 $269,000
Q3 2024

Oct 21, 2024

BUY
$6.32 - $8.19 $110,119 - $142,702
17,424 New
17,424 $136,000
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $14,552 - $20,293
2,103 Added 6.34%
35,295 $257,000
Q4 2023

Feb 08, 2024

BUY
$6.62 - $10.32 $149,314 - $232,767
22,555 Added 212.04%
33,192 $330,000
Q3 2023

Oct 05, 2023

BUY
$7.4 - $11.45 $78,713 - $121,793
10,637 New
10,637 $84,000

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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.