A detailed history of Cibc Private Wealth Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 59,849 shares of SOFI stock, worth $845,666. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59,849
Previous 59,957 0.18%
Holding current value
$845,666
Previous $396,000 18.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$6.32 - $8.19 $682 - $884
-108 Reduced 0.18%
59,849 $470,000
Q2 2024

Aug 09, 2024

SELL
$6.32 - $7.89 $8,582 - $10,714
-1,358 Reduced 2.21%
59,957 $396,000
Q1 2024

May 10, 2024

SELL
$6.92 - $9.65 $30,932 - $43,135
-4,470 Reduced 6.79%
61,315 $447,000
Q4 2023

Feb 13, 2024

BUY
$6.62 - $10.32 $9,916 - $15,459
1,498 Added 2.33%
65,785 $654,000
Q3 2023

Nov 13, 2023

SELL
$7.4 - $11.45 $35,890 - $55,532
-4,850 Reduced 7.02%
64,287 $513,000
Q2 2023

Nov 21, 2023

BUY
$4.76 - $9.74 $23,086 - $47,239
4,850 Added 7.54%
69,137 $576,000
Q2 2023

Aug 10, 2023

SELL
$4.76 - $9.74 $31,982 - $65,443
-6,719 Reduced 8.86%
69,137 $576,000
Q1 2023

Nov 21, 2023

BUY
$4.5 - $7.72 $52,060 - $89,312
11,569 Added 18.0%
75,856 $460,000
Q1 2023

May 11, 2023

SELL
$4.5 - $7.72 $10,687 - $18,335
-2,375 Reduced 3.04%
75,856 $460,000
Q4 2022

Jun 01, 2023

BUY
$4.3 - $5.95 $10,212 - $14,131
2,375 Added 3.13%
78,231 $360,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $97,115 - $134,380
-22,585 Reduced 22.4%
78,231 $360,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $20,487 - $34,837
4,233 Added 4.38%
100,816 $492,000
Q2 2022

Aug 03, 2022

SELL
$5.25 - $9.77 $6,541 - $12,173
-1,246 Reduced 1.27%
96,583 $509,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $186,870 - $369,499
23,565 Added 31.73%
97,829 $925,000
Q4 2021

Feb 08, 2022

SELL
$14.27 - $23.29 $322,073 - $525,655
-22,570 Reduced 23.31%
74,264 $1.18 Million
Q3 2021

Nov 12, 2021

BUY
$13.75 - $18.25 $1.13 Million - $1.5 Million
82,364 Added 569.21%
96,834 $1.54 Million
Q2 2021

Aug 16, 2021

BUY
$14.61 - $23.89 $211,406 - $345,688
14,470 New
14,470 $277,000

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 $11.3B
  • 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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