A detailed history of Copia Wealth Management transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Copia Wealth Management holds 3,416 shares of SOFI stock, worth $46,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,416
Previous 100 3316.0%
Holding current value
$46,696
Previous $1.54 Million 2479.74%
% of portfolio
0.04%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$11.18 - $18.03 $37,072 - $59,787
3,316 Added 3316.0%
3,416 $39.7 Million
Q4 2024

Mar 06, 2025

BUY
$7.63 - $16.88 $763 - $1,688
100 New
100 $1.54 Million

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 $10.9B
  • 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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