A detailed history of Krilogy Financial LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Krilogy Financial LLC holds 18,716 shares of SOFI stock, worth $520,679. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,716
Previous 11,297 65.67%
Holding current value
$520,679
Previous $205,000 140.98%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 06, 2025

BUY
$17.64 - $29.81 $130,871 - $221,160
7,419 Added 65.67%
18,716 $494,000
Q2 2025

Jul 09, 2025

BUY
$9.5 - $18.21 $107,321 - $205,718
11,297 New
11,297 $205,000
Q3 2022

Oct 06, 2022

SELL
$4.84 - $8.23 $4,752 - $8,081
-982 Reduced 8.61%
10,417 $51,000
Q2 2022

Jul 14, 2022

SELL
$5.25 - $9.77 $2,625 - $4,885
-500 Reduced 4.2%
11,399 $60,000
Q1 2022

Apr 28, 2022

BUY
$7.93 - $15.68 $94,359 - $186,576
11,899 New
11,899 $112,000

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 Krilogy Financial LLC Portfolio

Follow Krilogy Financial 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 Krilogy Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Krilogy Financial LLC with notifications on news.