A detailed history of Us Advisors Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 17,325 shares of SOFI stock, worth $481,981. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,325
Previous 16,200 6.94%
Holding current value
$481,981
Previous $295,000 54.92%
% of portfolio
0.16%
Previous 0.11%

Shares

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

Nov 12, 2025

BUY
$17.64 - $29.81 $19,845 - $33,536
1,125 Added 6.94%
17,325 $457,000
Q2 2025

Jul 22, 2025

BUY
$9.5 - $18.21 $6,650 - $12,747
700 Added 4.52%
16,200 $295,000
Q1 2025

May 06, 2025

BUY
$11.18 - $18.03 $173,290 - $279,465
15,500 New
15,500 $180,000

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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