A detailed history of Pensionmark Financial Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 31,526 shares of SOFI stock, worth $877,053. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,526
Previous 23,220 35.77%
Holding current value
$877,053
Previous $422,000 97.16%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2025

BUY
$17.64 - $29.81 $146,517 - $247,601
8,306 Added 35.77%
31,526 $832,000
Q2 2025

Aug 04, 2025

SELL
$9.5 - $18.21 $5,681 - $10,889
-598 Reduced 2.51%
23,220 $422,000
Q1 2025

Apr 29, 2025

BUY
$11.18 - $18.03 $16,635 - $26,828
1,488 Added 6.66%
23,818 $277,000
Q4 2024

Feb 12, 2025

BUY
$7.63 - $16.88 $4,463 - $9,874
585 Added 2.69%
22,330 $343,000
Q3 2024

Nov 14, 2024

BUY
$6.32 - $8.19 $8,443 - $10,941
1,336 Added 6.55%
21,745 $170,000
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $3,460 - $4,825
500 Added 2.51%
20,409 $148,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $26,684 - $54,602
5,606 Added 39.19%
19,909 $166,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $64,363 - $110,419
14,303 New
14,303 $86,000
Q2 2022

Aug 09, 2022

SELL
$5.25 - $9.77 $57,240 - $106,522
-10,903 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$7.93 - $15.68 $86,460 - $170,959
10,903 New
10,903 $103,000

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 Pensionmark Financial Group, LLC Portfolio

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

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.