A detailed history of Ae Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 17,440 shares of SOFI stock, worth $272,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,440
Previous 19,600 11.02%
Holding current value
$272,587
Previous $129,000 6.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$6.32 - $8.19 $13,651 - $17,690
-2,160 Reduced 11.02%
17,440 $137,000
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $13,752 - $17,168
2,176 Added 12.49%
19,600 $129,000
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $535,227 - $746,379
-77,345 Reduced 81.61%
17,424 $127,000
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $111,666 - $174,077
-16,868 Reduced 15.11%
94,769 $942,000
Q3 2023

Oct 11, 2023

BUY
$7.4 - $11.45 $146,268 - $226,320
19,766 Added 21.51%
111,637 $891,000
Q2 2023

Jul 10, 2023

BUY
$4.76 - $9.74 $197,711 - $404,560
41,536 Added 82.52%
91,871 $766,000
Q1 2023

Apr 14, 2023

SELL
$4.5 - $7.72 $97,713 - $167,632
-21,714 Reduced 30.14%
50,335 $305,000
Q4 2022

Jan 31, 2023

BUY
$4.3 - $5.95 $1,505 - $2,082
350 Added 0.49%
72,049 $332,000
Q3 2022

Oct 25, 2022

BUY
$4.84 - $8.23 $23,643 - $40,203
4,885 Added 7.31%
71,699 $350,000
Q2 2022

Aug 03, 2022

BUY
$5.25 - $9.77 $350,773 - $652,772
66,814 New
66,814 $352,000
Q1 2022

Apr 18, 2022

SELL
$7.93 - $15.68 $178,139 - $352,235
-22,464 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$14.27 - $23.29 $39,213 - $64,000
2,748 Added 13.94%
22,464 $355,000
Q3 2021

Nov 01, 2021

BUY
$13.75 - $18.25 $271,095 - $359,817
19,716 New
19,716 $313,000

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 $12.5B
  • 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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