A detailed history of Buckingham Strategic Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 12,435 shares of SOFI stock, worth $207,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,435
Previous 16,754 25.78%
Holding current value
$207,167
Previous $122,000 32.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

SELL
$6.32 - $7.89 $27,296 - $34,076
-4,319 Reduced 25.78%
12,435 $82,000
Q1 2024

May 09, 2024

BUY
$6.92 - $9.65 $25,562 - $35,647
3,694 Added 28.28%
16,754 $122,000
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $1,999 - $3,116
302 Added 2.37%
13,060 $129,000
Q3 2023

Nov 13, 2023

SELL
$7.4 - $11.45 $6,534 - $10,110
-883 Reduced 6.47%
12,758 $101,000
Q2 2023

Aug 11, 2023

SELL
$4.76 - $9.74 $55,715 - $114,006
-11,705 Reduced 46.18%
13,641 $113,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $3,237 - $4,480
-753 Reduced 2.89%
25,346 $116,000
Q3 2022

Nov 07, 2022

BUY
$4.84 - $8.23 $1,573 - $2,674
325 Added 1.26%
26,099 $127,000
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $7,119 - $13,248
1,356 Added 5.55%
25,774 $136,000
Q1 2022

May 10, 2022

BUY
$7.93 - $15.68 $106,309 - $210,206
13,406 Added 121.74%
24,418 $231,000
Q4 2021

Feb 09, 2022

BUY
$14.27 - $23.29 $157,141 - $256,469
11,012 New
11,012 $174,000

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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