A detailed history of Icapital Wealth LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Icapital Wealth LLC holds 64,358 shares of SOFI stock, worth $511,646. This represents 0.23% of its overall portfolio holdings.

Number of Shares
64,358
Previous 128,715 50.0%
Holding current value
$511,646
Previous $939,000 54.74%
% of portfolio
0.23%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$6.32 - $7.89 $406,736 - $507,776
-64,357 Reduced 50.0%
64,358 $425,000
Q1 2024

May 03, 2024

BUY
$6.92 - $9.65 $890,707 - $1.24 Million
128,715 New
128,715 $939,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $326,370 - $451,605
-75,900 Reduced 87.64%
10,700 $49,000
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $419,144 - $712,718
86,600 New
86,600 $423,000

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 $6.36B
  • 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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