A detailed history of Transcend Capital Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 14,906 shares of SOFI stock, worth $414,684. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,906
Previous 10,332 44.27%
Holding current value
$414,684
Previous $188,000 109.04%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$17.64 - $29.81 $80,685 - $136,350
4,574 Added 44.27%
14,906 $393,000
Q2 2025

Aug 01, 2025

BUY
$9.5 - $18.21 $1,235 - $2,367
130 Added 1.27%
10,332 $188,000
Q1 2025

Apr 24, 2025

BUY
$11.18 - $18.03 $413 - $667
37 Added 0.36%
10,202 $118,000
Q4 2024

Feb 03, 2025

SELL
$7.63 - $16.88 $14,367 - $31,785
-1,883 Reduced 15.63%
10,165 $156,000
Q2 2023

Jul 13, 2023

BUY
$4.76 - $9.74 $2,380 - $4,870
500 Added 4.33%
12,048 $100,000
Q1 2023

Apr 12, 2023

SELL
$4.5 - $7.72 $319 - $548
-71 Reduced 0.61%
11,548 $70,000
Q4 2022

Jan 20, 2023

SELL
$4.3 - $5.95 $15,935 - $22,050
-3,706 Reduced 24.18%
11,619 $0
Q2 2022

Jul 12, 2022

SELL
$5.25 - $9.77 $7,087 - $13,189
-1,350 Reduced 8.1%
15,325 $81,000
Q4 2021

Jan 20, 2022

BUY
$14.27 - $23.29 $19,264 - $31,441
1,350 Added 8.81%
16,675 $264,000
Q3 2021

Nov 04, 2021

BUY
$13.75 - $18.25 $210,718 - $279,681
15,325 New
15,325 $306,000

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 Transcend Capital Advisors, LLC Portfolio

Follow Transcend Capital Advisors, 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 Transcend Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transcend Capital Advisors, LLC with notifications on news.