A detailed history of Hb Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 25,427 shares of SOFI stock, worth $346,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,427
Previous 2,192 1059.99%
Holding current value
$346,570
Previous $14,000 1321.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

BUY
$6.32 - $8.19 $146,845 - $190,294
23,235 Added 1059.99%
25,427 $199,000
Q2 2024

Jul 26, 2024

SELL
$6.32 - $7.89 $138,370 - $172,743
-21,894 Reduced 90.9%
2,192 $14,000
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $166,675 - $232,429
24,086 New
24,086 $175,000

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 $10.9B
  • 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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