A detailed history of Concord Wealth Partners transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 36 shares of SOFI stock, worth $548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 36 -0.0%
Holding current value
$548
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $249 - $347
36 New
36 $0
Q1 2022

Apr 20, 2022

SELL
$7.93 - $15.68 $1,586 - $3,136
-200 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$14.27 - $23.29 $2,854 - $4,658
200 New
200 $3,000

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 $12.2B
  • 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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