A detailed history of Focused Wealth Management, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Focused Wealth Management, Inc holds 1,194 shares of SOFI stock, worth $18,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,194
Holding current value
$18,327
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$6.32 - $8.19 $7,546 - $9,778
1,194 New
1,194 $9,000
Q4 2023

Jan 10, 2024

BUY
$6.62 - $10.32 $4,455 - $6,945
673 Added 139.92%
1,154 $11,000
Q3 2023

Nov 01, 2023

BUY
$7.4 - $11.45 $599 - $927
81 Added 20.25%
481 $3,000
Q2 2023

Aug 08, 2023

SELL
$4.76 - $9.74 $1,904 - $3,896
-400 Reduced 50.0%
400 $3,000
Q1 2022

Apr 29, 2022

SELL
$7.93 - $15.68 $6,344 - $12,544
-800 Reduced 50.0%
800 $8,000
Q4 2021

Jan 31, 2022

BUY
$14.27 - $23.29 $6,421 - $10,480
450 Added 39.13%
1,600 $25,000
Q3 2021

Oct 12, 2021

BUY
$13.75 - $18.25 $6,875 - $9,125
500 Added 76.92%
1,150 $18,000
Q2 2021

Jul 15, 2021

BUY
$14.61 - $23.89 $9,496 - $15,528
650 New
650 $12,000

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 $12.3B
  • 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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