A detailed history of Axxcess Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 16,479 shares of SOFI stock, worth $274,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,479
Previous 25,182 34.56%
Holding current value
$274,540
Previous $166,000 22.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

SELL
$6.32 - $8.19 $55,002 - $71,277
-8,703 Reduced 34.56%
16,479 $129,000
Q2 2024

Aug 09, 2024

SELL
$6.32 - $7.89 $1,409 - $1,759
-223 Reduced 0.88%
25,182 $166,000
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $175,802 - $245,158
25,405 New
25,405 $185,000

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 $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
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