A detailed history of Horizon Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 10,900 shares of SOFI stock, worth $289,940. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,900
Previous 10,980 0.73%
Holding current value
$289,940
Previous $130,000 52.31%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$9.5 - $18.21 $760 - $1,456
-80 Reduced 0.73%
10,900 $198,000
Q1 2025

Apr 11, 2025

BUY
$11.18 - $18.03 $122,756 - $197,969
10,980 New
10,980 $130,000

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 $21.3B
  • 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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