A detailed history of Hbk Sorce Advisory LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 8,629 shares of SOFI stock, worth $240,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,629
Previous 9,323 7.44%
Holding current value
$240,058
Previous $246,000 7.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2025

SELL
$17.64 - $29.81 $12,242 - $20,688
-694 Reduced 7.44%
8,629 $227,000
Q3 2025

Oct 14, 2025

BUY
$17.64 - $29.81 $164,457 - $277,918
9,323 New
9,323 $246,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $2,740 - $4,701
-609 Reduced 4.04%
14,451 $140,000
Q4 2022

Feb 09, 2023

BUY
$4.3 - $5.95 $64,758 - $89,607
15,060 New
15,060 $69,000
Q2 2022

Aug 15, 2022

SELL
$5.25 - $9.77 $56,290 - $104,753
-10,722 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$7.93 - $15.68 $15,154 - $29,964
-1,911 Reduced 15.13%
10,722 $101,000
Q4 2021

Feb 15, 2022

BUY
$14.27 - $23.29 $180,272 - $294,222
12,633 New
12,633 $200,000

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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