A detailed history of Bergan Kdv Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 91 shares of SOFI stock, worth $715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
91
Previous 91 -0.0%
Holding current value
$715
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023

BUY
$4.3 - $5.95 $103 - $142
24 Added 35.82%
91 $0
Q3 2022

Oct 24, 2022

BUY
$4.84 - $8.23 $324 - $551
67 New
67 $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 $6.29B
  • 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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