A detailed history of Curio Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Curio Wealth, LLC holds 260 shares of SOFI stock, worth $7,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
260
Previous 260 -0.0%
Holding current value
$7,233
Previous $4.74 Million 45.07%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$9.5 - $18.21 $2,460 - $4,716
259 Added 25900.0%
260 $4.74 Million
Q1 2025

May 09, 2025

SELL
$11.18 - $18.03 $11,168 - $18,011
-999 Reduced 99.9%
1 $15.4 Million
Q4 2024

Feb 10, 2025

BUY
$7.63 - $16.88 $7,630 - $16,880
1,000 New
1,000 $15.4 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 $22.2B
  • 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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