A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 11,870 shares of SOFI stock, worth $164,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,870
Holding current value
$164,043
% of portfolio
0.02%

Shares

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

Oct 30, 2024

BUY
$6.32 - $8.19 $75,018 - $97,215
11,870 New
11,870 $93,000
Q1 2024

May 10, 2024

BUY
$6.92 - $9.65 $35,402 - $49,369
5,116 Added 51.61%
15,028 $109,000
Q4 2023

Feb 05, 2024

SELL
$6.62 - $10.32 $3,760 - $5,861
-568 Reduced 5.42%
9,912 $98,000
Q3 2023

Nov 06, 2023

BUY
$7.4 - $11.45 $5,446 - $8,427
736 Added 7.55%
10,480 $83,000
Q2 2023

Aug 10, 2023

SELL
$4.76 - $9.74 $3,089 - $6,321
-649 Reduced 6.24%
9,744 $81,000
Q1 2023

May 08, 2023

SELL
$4.5 - $7.72 $2,682 - $4,601
-596 Reduced 5.42%
10,393 $63,000
Q4 2022

Feb 07, 2023

SELL
$4.3 - $5.95 $23,155 - $32,040
-5,385 Reduced 32.89%
10,989 $50,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $79,250 - $134,758
16,374 New
16,374 $80,000
Q2 2022

Aug 15, 2022

BUY
$5.25 - $9.77 $661 - $1,231
126 Added 1.1%
11,559 $61,000
Q1 2022

May 17, 2022

BUY
$7.93 - $15.68 $872 - $1,724
110 Added 0.97%
11,433 $108,000
Q4 2021

Feb 15, 2022

BUY
$14.27 - $23.29 $52,756 - $86,103
3,697 Added 48.48%
11,323 $179,000
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $104,857 - $139,174
7,626 New
7,626 $121,000

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 $11.1B
  • 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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