A detailed history of Ci Private Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 98,722 shares of SOFI stock, worth $1.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98,722
Previous 73,347 34.6%
Holding current value
$1.54 Million
Previous $484,000 60.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $160,370 - $207,821
25,375 Added 34.6%
98,722 $775,000
Q2 2024

Aug 13, 2024

BUY
$6.32 - $7.89 $39,171 - $48,902
6,198 Added 9.23%
73,347 $484,000
Q1 2024

May 09, 2024

SELL
$6.92 - $9.65 $21,950 - $30,609
-3,172 Reduced 4.51%
67,149 $490,000
Q4 2023

Feb 09, 2024

BUY
$6.62 - $10.32 $17,132 - $26,708
2,588 Added 3.82%
70,321 $699,000
Q3 2023

Nov 03, 2023

BUY
$7.4 - $11.45 $75,554 - $116,904
10,210 Added 17.75%
67,733 $541,000
Q2 2023

Aug 10, 2023

SELL
$4.76 - $9.74 $4,060 - $8,308
-853 Reduced 1.46%
57,523 $479,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $76,977 - $132,058
17,106 Added 41.45%
58,376 $354,000
Q4 2022

Feb 15, 2023

BUY
$4.3 - $5.95 $177,461 - $245,556
41,270 New
41,270 $190,000

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 $12.5B
  • 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 Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.