A detailed history of Principia Wealth Advisory, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 115 shares of SOFI stock, worth $3,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 96 19.79%
Holding current value
$3,199
Previous $1.09 Million 91.58%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$9.5 - $18.21 $180 - $345
19 Added 19.79%
115 $2.09 Million
Q1 2025

Apr 11, 2025

BUY
$11.18 - $18.03 $33 - $54
3 Added 3.23%
96 $1.09 Million
Q4 2024

Apr 11, 2025

BUY
$7.63 - $16.88 $709 - $1,569
93 New
93 $1.43 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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