Summit Trail Advisors, LLC So Fi Technologies, Inc. Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 290,868 shares of SOFI stock, worth $8.09 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
290,868
Previous 257,524 12.95%
Holding current value
$8.09 Million
Previous $4.69 Million 63.87%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Nov 14, 2025
BUY
$17.64 - $29.81 $588,188 - $993,984
33,344 Added 12.95%
290,868 $7.68 Million
Q2 2025

Aug 14, 2025
SELL
$9.5 - $18.21 $80,018 - $153,382
-8,423 Reduced 3.17%
257,524 $4.69 Million
Q1 2025

Apr 28, 2025
SELL
$11.18 - $18.03 $129,553 - $208,931
-11,588 Reduced 4.18%
265,947 $3.09 Million
Q4 2024

Jan 29, 2025
SELL
$7.63 - $16.88 $22,348 - $49,441
-2,929 Reduced 1.04%
277,535 $4.27 Million
Q3 2024

Nov 12, 2024
BUY
$6.32 - $8.19 $5,403 - $7,002
855 Added 0.31%
280,464 $2.2 Million
Q2 2024

Aug 13, 2024
BUY
$6.32 - $7.89 $124,459 - $155,377
19,693 Added 7.58%
279,609 $1.85 Million
Q1 2024

Apr 23, 2024
BUY
$6.92 - $9.65 $116,581 - $162,573
16,847 Added 6.93%
259,916 $1.9 Million
Q4 2023

Feb 06, 2024
BUY
$6.62 - $10.32 $106,740 - $166,399
16,124 Added 7.1%
243,069 $2.42 Million
Q3 2023

Oct 30, 2023
BUY
$7.4 - $11.45 $2,035 - $3,148
275 Added 0.12%
226,945 $1.81 Million
Q2 2023

Jul 25, 2023
BUY
$4.76 - $9.74 $183,893 - $376,285
38,633 Added 20.55%
226,670 $1.89 Million
Q1 2023

May 04, 2023
BUY
$4.5 - $7.72 $678,217 - $1.16 Million
150,715 Added 403.82%
188,037 $1.14 Million
Q4 2022

Feb 07, 2023
SELL
$4.3 - $5.95 $960,671 - $1.33 Million
-223,412 Reduced 85.69%
37,322 $172,000
Q3 2022

Nov 09, 2022
BUY
$4.84 - $8.23 $2,037 - $3,464
421 Added 0.16%
260,734 $1.27 Million
Q2 2022

Aug 09, 2022
BUY
$5.25 - $9.77 $1.37 Million - $2.54 Million
260,313 New
260,313 $1.37 Million
Q1 2022

May 16, 2022
SELL
$7.93 - $15.68 $3.65 Million - $7.22 Million
-460,434 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$14.27 - $23.29 $47,190 - $77,020
3,307 Added 0.72%
460,434 $7.28 Million
Q3 2021

Nov 16, 2021
BUY
$13.75 - $18.25 $6.29 Million - $8.34 Million
457,127 New
457,127 $7.26 Million

Others Institutions Holding SOFI

# of Institutions
1,083
Shares Held
621M
Call Options Held
132M
Put Options Held
124M
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 $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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