Goal Vest Advisory LLC So Fi Technologies, Inc. Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 340 shares of SOFI stock, worth $9,458. This represents 0.0% of its overall portfolio holdings.
Number of Shares
340
Previous 260
30.77%
Holding current value
$9,458
Previous $6,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SOFI
# of Institutions
1,081Shares Held
621MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
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...