A detailed history of Carolinas Wealth Consulting LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 40,000 shares of SOFI stock, worth $614,000. This represents 0.05% of its overall portfolio holdings.

Number of Shares
40,000
Holding current value
$614,000
% of portfolio
0.05%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $252,800 - $327,600
40,000 New
40,000 $314,000
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $207,600 - $289,500
30,000 Added 150.0%
50,000 $365,000
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $148,000 - $229,000
20,000 New
20,000 $159,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $24,200 - $41,150
5,000 New
5,000 $24,000
Q2 2022

Aug 16, 2022

SELL
$5.25 - $9.77 $42,000 - $78,160
-8,000 Closed
0 $0
Q1 2022

May 17, 2022

BUY
$7.93 - $15.68 $63,440 - $125,440
8,000 New
8,000 $76,000
Q3 2021

Nov 15, 2021

SELL
$13.75 - $18.25 $57,406 - $76,193
-4,175 Closed
0 $0
Q2 2021

Aug 17, 2021

BUY
$14.61 - $23.89 $60,996 - $99,740
4,175 New
4,175 $80,000

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 $12.3B
  • 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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