A detailed history of Clay Northam Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 15,336 shares of SOFI stock, worth $255,497. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,336
Previous 11,478 33.61%
Holding current value
$255,497
Previous $83,000 21.69%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jul 19, 2024

BUY
$6.32 - $7.89 $24,382 - $30,439
3,858 Added 33.61%
15,336 $101,000
Q1 2024

Apr 24, 2024

BUY
$6.92 - $9.65 $79,427 - $110,762
11,478 New
11,478 $83,000

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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