Cwm, LLC So Fi Technologies, Inc. Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cwm, LLC holds 87,333 shares of SOFI stock, worth $1.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

87,333

Previous 82,399 5.99%

Holding current value

$1.84 Million

Previous $958,000 65.97%

% of portfolio

0.01%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$9.5 - $18.21 $46,873 - $89,848	4,934 Added 5.99%	87,333 $1.59 Million
Q1 2025 May 01, 2025	BUY	$11.18 - $18.03 $18,033 - $29,082	1,613 Added 2.0%	82,399 $958,000
Q4 2024 Feb 04, 2025	SELL	$7.63 - $16.88 $138,637 - $306,709	-18,170 Reduced 18.36%	80,786 $1.24 Million
Q3 2024 Oct 08, 2024	BUY	$6.32 - $8.19 $301,287 - $390,433	47,672 Added 92.96%	98,956 $778,000
Q2 2024 Jul 09, 2024	BUY	$6.32 - $7.89 $57,834 - $72,201	9,151 Added 21.72%	51,284 $339,000
Q1 2024 Apr 05, 2024	BUY	$6.92 - $9.65 $23,611 - $32,925	3,412 Added 8.81%	42,133 $308,000
Q4 2023 Feb 01, 2024	BUY	$6.62 - $10.32 $165,976 - $258,743	25,072 Added 183.69%	38,721 $385,000
Q3 2023 Oct 11, 2023	SELL	$7.4 - $11.45 $3,418 - $5,289	-462 Reduced 3.27%	13,649 $109,000
Q2 2023 Aug 03, 2023	BUY	$4.76 - $9.74 $10,148 - $20,765	2,132 Added 17.8%	14,111 $118,000
Q1 2023 Apr 28, 2023	BUY	$4.5 - $7.72 $2,520 - $4,323	560 Added 4.9%	11,979 $73,000
Q4 2022 Feb 01, 2023	SELL	$4.3 - $5.95 $6,325 - $8,752	-1,471 Reduced 11.41%	11,419 $53,000
Q3 2022 Oct 27, 2022	BUY	$4.84 - $8.23 $27,036 - $45,972	5,586 Added 76.48%	12,890 $63,000
Q2 2022 Jul 28, 2022	BUY	$5.25 - $9.77 $38,346 - $71,360	7,304 New	7,304 $38,000
Q1 2022 Apr 21, 2022	SELL	$7.93 - $15.68 $11,720 - $23,175	-1,478 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$14.27 - $23.29 $20,377 - $33,258	1,428 Added 2856.0%	1,478 $23,000
Q1 2021 Sep 15, 2021	BUY	$12.12 - $25.78 $606 - $1,289	50 New	50 $1,000
Q1 2021 Apr 27, 2021	SELL	$12.12 - $25.78 $606 - $1,289	-50 Closed	0 $0
Q4 2020 Sep 15, 2021	BUY	$10.41 - $12.66 $520 - $633	50 New	50 $1,000
Q4 2020 Jan 27, 2021	SELL	$10.41 - $12.66 $520 - $633	-50 Closed	0 $0
Q3 2020 Sep 15, 2021	BUY	N/A	50 New	50 $1,000
Q3 2020 Oct 19, 2020	SELL	N/A	-50 Closed	0 $0
Q2 2020 Sep 15, 2021	BUY	N/A	50 New	50 $1,000
Q2 2020 Jul 22, 2020	SELL	N/A	-50 Closed	0 $0
Q1 2020 Sep 15, 2021	BUY	N/A	50 New	50 $1,000
Q1 2020 Apr 28, 2020	SELL	N/A	-50 Closed	0 $0
Q4 2019 Sep 14, 2021	BUY	N/A	50 New	50 $1,000
Q4 2019 Jan 27, 2020	SELL	N/A	-50 Closed	0 $0
Q3 2019 Sep 14, 2021	BUY	N/A	50 New	50 $1,000
Q3 2019 Oct 22, 2019	SELL	N/A	-50 Closed	0 $0
Q2 2019 Sep 14, 2021	BUY	N/A	50 New	50 $1,000
Q2 2019 Jul 31, 2019	SELL	N/A	-50 Closed	0 $0
Q1 2019 Sep 02, 2021	BUY	N/A	50 New	50 $0

Others Institutions Holding SOFI

# of Institutions

855

Shares Held

522M

Call Options Held

102M

Put Options Held

74.4M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $16.8B
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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