A detailed history of Worth Financial Advisory Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 13,760 shares of SOFI stock, worth $228,416. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,760
Previous 13,410 2.61%
Holding current value
$228,416
Previous $88.6 Million 22.01%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 24, 2024

BUY
$6.32 - $8.19 $2,212 - $2,866
350 Added 2.61%
13,760 $108 Million
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $1,038 - $1,447
150 Added 1.13%
13,410 $97.9 Million
Q4 2023

Jan 19, 2024

SELL
$6.62 - $10.32 $3,475 - $5,418
-525 Reduced 3.81%
13,260 $132 Million
Q3 2023

Oct 13, 2023

BUY
$7.4 - $11.45 $1,850 - $2,862
250 Added 1.85%
13,785 $110 Million
Q2 2023

Jul 28, 2023

SELL
$4.76 - $9.74 $714 - $1,461
-150 Reduced 1.1%
13,535 $113 Million
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $58,845 - $81,425
13,685 New
13,685 $63.1 Million

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 $13.3B
  • 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
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.