A detailed history of Balboa Wealth Partners transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 12,275 shares of SOFI stock, worth $79,173. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,275
Previous 13,625 9.91%
Holding current value
$79,173
Previous $135,000 34.07%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$6.92 - $9.65 $9,342 - $13,027
-1,350 Reduced 9.91%
12,275 $89,000
Q4 2023

Feb 09, 2024

SELL
$6.62 - $10.32 $79,016 - $123,179
-11,936 Reduced 46.7%
13,625 $135,000
Q3 2023

Oct 23, 2023

BUY
$7.4 - $11.45 $86,846 - $134,377
11,736 Added 84.89%
25,561 $204,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $65,807 - $134,655
13,825 New
13,825 $115,000

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 $5.16B
  • 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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.