A detailed history of Teamwork Financial Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 73,772 shares of SOFI stock, worth $2.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
73,772
Previous 101,251 27.14%
Holding current value
$2.05 Million
Previous $1.84 Million 5.75%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Oct 08, 2025

SELL
$17.64 - $29.81 $484,729 - $819,148
-27,479 Reduced 27.14%
73,772 $1.95 Million
Q2 2025

Jul 07, 2025

BUY
$9.5 - $18.21 $199,509 - $382,428
21,001 Added 26.17%
101,251 $1.84 Million
Q1 2025

Apr 10, 2025

BUY
$11.18 - $18.03 $897,195 - $1.45 Million
80,250 New
80,250 $950,000

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
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