A detailed history of Independent Wealth Network Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,784 shares of SOFI stock, worth $165,232. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,784
Previous 20,426 1.75%
Holding current value
$165,232
Previous $149,000 8.05%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 18, 2024

BUY
$6.32 - $7.89 $2,262 - $2,824
358 Added 1.75%
20,784 $137,000
Q1 2024

May 20, 2024

BUY
$6.92 - $9.65 $141,347 - $197,110
20,426 New
20,426 $149,000
Q4 2023

Jan 12, 2024

BUY
$6.62 - $10.32 $46,002 - $71,713
6,949 Added 54.92%
19,601 $195,000
Q3 2023

Oct 11, 2023

SELL
$7.4 - $11.45 $7,178 - $11,106
-970 Reduced 7.12%
12,652 $101,000
Q2 2023

Jul 12, 2023

SELL
$4.76 - $9.74 $21,777 - $44,560
-4,575 Reduced 25.14%
13,622 $113,000
Q1 2023

Apr 18, 2023

SELL
$4.5 - $7.72 $49,572 - $85,043
-11,016 Reduced 37.71%
18,197 $110,000
Q4 2022

Jan 25, 2023

BUY
$4.3 - $5.95 $25,413 - $35,164
5,910 Added 25.36%
29,213 $0
Q3 2022

Oct 17, 2022

BUY
$4.84 - $8.23 $45,757 - $77,806
9,454 Added 68.26%
23,303 $114,000
Q2 2022

Jul 26, 2022

BUY
$5.25 - $9.77 $13,487 - $25,099
2,569 Added 22.77%
13,849 $73,000
Q1 2022

Apr 20, 2022

BUY
$7.93 - $15.68 $89,450 - $176,870
11,280 New
11,280 $107,000

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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