A detailed history of Axim Planning & Wealth transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Axim Planning & Wealth holds 32,918 shares of SOFI stock, worth $501,670. This represents 0.29% of its overall portfolio holdings.

Number of Shares
32,918
Previous 36,758 10.45%
Holding current value
$501,670
Previous $242,000 6.61%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 05, 2024

SELL
$6.32 - $8.19 $24,268 - $31,449
-3,840 Reduced 10.45%
32,918 $258,000
Q2 2024

Jul 29, 2024

BUY
$6.32 - $7.89 $55,350 - $69,100
8,758 Added 31.28%
36,758 $242,000
Q1 2024

Apr 24, 2024

BUY
$6.92 - $9.65 $41,520 - $57,900
6,000 Added 27.27%
28,000 $204,000
Q4 2023

Jan 25, 2024

BUY
$6.62 - $10.32 $19,198 - $29,928
2,900 Added 15.18%
22,000 $218,000
Q3 2023

Nov 01, 2023

BUY
$7.4 - $11.45 $141,340 - $218,695
19,100 New
19,100 $152,000

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 $12.2B
  • 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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