A detailed history of Forum Financial Management, LP transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 35,971 shares of SOFI stock, worth $552,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,971
Previous 35,717 0.71%
Holding current value
$552,154
Previous $236,000 19.49%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 29, 2024

BUY
$6.32 - $8.19 $1,605 - $2,080
254 Added 0.71%
35,971 $282,000
Q2 2024

Jul 30, 2024

BUY
$6.32 - $7.89 $70,436 - $87,934
11,145 Added 45.36%
35,717 $236,000
Q1 2024

May 09, 2024

BUY
$6.92 - $9.65 $256 - $357
37 Added 0.15%
24,572 $179,000
Q4 2023

Feb 07, 2024

BUY
$6.62 - $10.32 $162,421 - $253,201
24,535 New
24,535 $244,000

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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