Soa Wealth Advisors, Llc. So Fi Technologies, Inc. Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 5,634 shares of SOFI stock, worth $86,143. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,634
Previous 4,234 33.07%
Holding current value
$86,143
Previous $33,000 160.61%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$7.63 - $16.88 $10,682 - $23,632
1,400 Added 33.07%
5,634 $86,000
Q3 2024

Oct 08, 2024
SELL
$6.32 - $8.19 $1,264 - $1,638
-200 Reduced 4.51%
4,234 $33,000
Q2 2024

Jul 17, 2024
SELL
$6.32 - $7.89 $499 - $623
-79 Reduced 1.75%
4,434 $29,000
Q1 2024

Apr 10, 2024
BUY
$6.92 - $9.65 $11,853 - $16,530
1,713 Added 61.18%
4,513 $32,000
Q4 2023

Jan 10, 2024
SELL
$6.62 - $10.32 $132 - $206
-20 Reduced 0.71%
2,800 $27,000
Q3 2023

Oct 10, 2023
SELL
$7.4 - $11.45 $592 - $916
-80 Reduced 2.76%
2,820 $22,000
Q2 2023

Jul 07, 2023
BUY
$4.76 - $9.74 $285 - $584
60 Added 2.11%
2,900 $24,000
Q1 2023

Apr 28, 2023
SELL
$4.5 - $7.72 $810 - $1,389
-180 Reduced 5.96%
2,840 $17,000
Q4 2022

Jan 10, 2023
BUY
$4.3 - $5.95 $387 - $535
90 Added 3.07%
3,020 $0
Q3 2022

Oct 07, 2022
BUY
$4.84 - $8.23 $1,984 - $3,374
410 Added 16.27%
2,930 $14,000
Q2 2022

Jul 13, 2022
SELL
$5.25 - $9.77 $3,570 - $6,643
-680 Reduced 21.25%
2,520 $13,000
Q1 2022

Apr 07, 2022
BUY
$7.93 - $15.68 $13,481 - $26,656
1,700 Added 113.33%
3,200 $30,000
Q4 2021

Jan 13, 2022
SELL
$14.27 - $23.29 $6,421 - $10,480
-450 Reduced 23.08%
1,500 $23,000
Q3 2021

Oct 12, 2021
SELL
$13.75 - $18.25 $687 - $912
-50 Reduced 2.5%
1,950 $30,000
Q2 2021

Jul 14, 2021
BUY
$14.61 - $23.89 $29,220 - $47,780
2,000 New
2,000 $38,000

Others Institutions Holding SOFI

# of Institutions
766
Shares Held
491M
Call Options Held
71.5M
Put Options Held
67.4M
View Full List

About SoFi Technologies, Inc.

SOFI Quotes by TradingView
  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.2B
  • 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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