A detailed history of Fullcircle Wealth LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Fullcircle Wealth LLC holds 13,900 shares of SOFI stock, worth $225,319. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,900
Previous 14,034 0.95%
Holding current value
$225,319
Previous $157 Million 34.45%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$7.63 - $16.88 $1,022 - $2,261
-134 Reduced 0.95%
13,900 $211 Million
Q2 2024

Jul 25, 2024

BUY
$6.32 - $7.89 $88,694 - $110,728
14,034 New
14,034 $99.6 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 $13B
  • 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
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.