A detailed history of Kovack Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Kovack Advisors, Inc. holds 65,637 shares of SOFI stock, worth $978,647. This represents 0.1% of its overall portfolio holdings.

Number of Shares
65,637
Previous 80,540 18.5%
Holding current value
$978,647
Previous $633,000 59.56%
% of portfolio
0.1%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$7.63 - $16.88 $113,709 - $251,562
-14,903 Reduced 18.5%
65,637 $1.01 Million
Q3 2024

Nov 05, 2024

SELL
$6.32 - $8.19 $344,307 - $446,183
-54,479 Reduced 40.35%
80,540 $633,000
Q2 2024

Aug 02, 2024

BUY
$6.32 - $7.89 $61,329 - $76,564
9,704 Added 7.74%
135,019 $892,000
Q1 2024

Apr 19, 2024

BUY
$6.92 - $9.65 $51,913 - $72,394
7,502 Added 6.37%
125,315 $914,000
Q4 2023

Feb 02, 2024

BUY
$6.62 - $10.32 $114,234 - $178,081
17,256 Added 17.16%
117,813 $1.17 Million
Q3 2023

Oct 19, 2023

BUY
$7.4 - $11.45 $25,382 - $39,273
3,430 Added 3.53%
100,557 $803,000
Q2 2023

Jul 21, 2023

BUY
$4.76 - $9.74 $8,867 - $18,145
1,863 Added 1.96%
97,127 $810,000
Q1 2023

Apr 20, 2023

BUY
$4.5 - $7.72 $51,223 - $87,876
11,383 Added 13.57%
95,264 $578,000
Q4 2022

Feb 22, 2023

BUY
$4.3 - $5.95 $156,348 - $216,342
36,360 Added 76.51%
83,881 $386,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $122,190 - $207,774
25,246 Added 113.34%
47,521 $232,000
Q2 2022

Aug 10, 2022

SELL
$5.25 - $9.77 $19,503 - $36,295
-3,715 Reduced 14.29%
22,275 $117,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $41,228 - $81,520
5,199 Added 25.01%
25,990 $245,000
Q4 2021

Jan 18, 2022

BUY
$14.27 - $23.29 $27,241 - $44,460
1,909 Added 10.11%
20,791 $329,000
Q3 2021

Nov 03, 2021

BUY
$13.75 - $18.25 $40,576 - $53,855
2,951 Added 18.52%
18,882 $300,000
Q2 2021

Jul 29, 2021

BUY
$14.61 - $23.89 $232,751 - $380,591
15,931 New
15,931 $305,000

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 $11.9B
  • 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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