A detailed history of Walkner Condon Financial Advisors LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 33,620 shares of SOFI stock, worth $475,723. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,620
Previous 33,531 0.27%
Holding current value
$475,723
Previous $221,000 19.46%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$6.32 - $8.19 $562 - $728
89 Added 0.27%
33,620 $264,000
Q2 2024

Jul 26, 2024

SELL
$6.32 - $7.89 $82 - $102
-13 Reduced 0.04%
33,531 $221,000
Q1 2024

Apr 22, 2024

BUY
$6.92 - $9.65 $232,124 - $323,699
33,544 New
33,544 $244,000
Q4 2022

Jan 25, 2023

BUY
$4.3 - $5.95 $57,779 - $79,950
13,437 New
13,437 $0
Q2 2022

Aug 04, 2022

BUY
$5.25 - $9.77 $95,844 - $178,361
18,256 New
18,256 $96,000

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 $11.3B
  • 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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