A detailed history of Accurate Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,090 shares of SOFI stock, worth $170,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,090
Holding current value
$170,231
% of portfolio
0.02%

Shares

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

Oct 17, 2024

BUY
$6.32 - $8.19 $70,088 - $90,827
11,090 New
11,090 $87,000
Q4 2022

Jan 11, 2023

BUY
$4.3 - $5.95 $6,450 - $8,925
1,500 New
1,500 $0

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 $12.3B
  • 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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