A detailed history of Marshall Financial Group LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Marshall Financial Group LLC holds 20,060 shares of SOFI stock, worth $272,214. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,060
Previous 20,543 2.35%
Holding current value
$272,214
Previous $161,000 91.3%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Jan 21, 2025

SELL
$7.63 - $16.88 $3,685 - $8,153
-483 Reduced 2.35%
20,060 $308,000
Q3 2024

Oct 16, 2024

BUY
$6.32 - $8.19 $4,657 - $6,036
737 Added 3.72%
20,543 $161,000
Q2 2024

Jul 19, 2024

BUY
$6.32 - $7.89 $47,918 - $59,821
7,582 Added 62.03%
19,806 $130,000
Q1 2024

Apr 19, 2024

BUY
$6.92 - $9.65 $84,590 - $117,961
12,224 New
12,224 $89,000

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 $10.9B
  • 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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