A detailed history of Pathstone Holdings, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 121,688 shares of SOFI stock, worth $3.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
121,688
Previous 131,905 7.75%
Holding current value
$3.39 Million
Previous $2.4 Million 33.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2025

SELL
$17.64 - $29.81 $180,227 - $304,568
-10,217 Reduced 7.75%
121,688 $3.21 Million
Q2 2025

Aug 12, 2025

SELL
$9.5 - $18.21 $487,207 - $933,899
-51,285 Reduced 28.0%
131,905 $2.4 Million
Q1 2025

May 15, 2025

SELL
$11.18 - $18.03 $7,703 - $12,422
-689 Reduced 0.37%
183,190 $2.13 Million
Q4 2024

Feb 14, 2025

SELL
$7.63 - $16.88 $62,398 - $138,044
-8,178 Reduced 4.26%
183,879 $2.83 Million
Q3 2024

Nov 07, 2024

BUY
$6.32 - $8.19 $141,732 - $183,668
22,426 Added 13.22%
192,057 $1.51 Million
Q2 2024

Aug 14, 2024

BUY
$6.32 - $7.89 $5,049 - $6,304
799 Added 0.47%
169,631 $1.12 Million
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $324,015 - $451,841
46,823 Added 38.38%
168,832 $1.23 Million
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $807,699 - $1.26 Million
122,009 New
122,009 $1.21 Million

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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