A detailed history of Blue Bell Private Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,720 shares of SOFI stock, worth $23,443. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,720
Previous 1,720 -0.0%
Holding current value
$23,443
Previous $11,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$6.32 - $7.89 $1,580 - $1,972
-250 Reduced 12.69%
1,720 $11,000
Q4 2023

Jan 25, 2024

BUY
$6.62 - $10.32 $3,310 - $5,160
500 Added 34.01%
1,970 $19,000
Q3 2023

Oct 30, 2023

BUY
$7.4 - $11.45 $1,998 - $3,091
270 Added 22.5%
1,470 $11,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $2,380 - $4,870
500 Added 71.43%
1,200 $10,000
Q1 2023

May 08, 2023

SELL
$4.5 - $7.72 $157 - $270
-35 Reduced 4.76%
700 $4,000
Q3 2022

Nov 08, 2022

BUY
$4.84 - $8.23 $48 - $82
10 Added 1.38%
735 $4,000
Q1 2022

Apr 21, 2022

BUY
$7.93 - $15.68 $198 - $392
25 Added 3.57%
725 $7,000
Q4 2021

Jan 26, 2022

BUY
$14.27 - $23.29 $9,989 - $16,303
700 New
700 $11,000

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 $10.9B
  • 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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