A detailed history of Assetmark, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 196 shares of SOFI stock, worth $2,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
196
Previous 238 17.65%
Holding current value
$2,763
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

SELL
$11.18 - $18.03 $469 - $757
-42 Reduced 17.65%
196 $2,000
Q4 2024

Feb 06, 2025

BUY
$7.63 - $16.88 $1,815 - $4,017
238 New
238 $3,000
Q1 2024

May 06, 2024

BUY
$6.92 - $9.65 $6,920 - $9,650
1,000 New
1,000 $7,000

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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