A detailed history of Integrated Wealth Concepts LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 34,467 shares of SOFI stock, worth $533,893. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,467
Previous 19,166 79.83%
Holding current value
$533,893
Previous $126,000 114.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$6.32 - $8.19 $96,702 - $125,315
15,301 Added 79.83%
34,467 $270,000
Q2 2024

Aug 14, 2024

SELL
$6.32 - $7.89 $68,470 - $85,480
-10,834 Reduced 36.11%
19,166 $126,000
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $134,213 - $187,161
19,395 Added 182.89%
30,000 $219,000
Q4 2023

Feb 13, 2024

SELL
$6.62 - $10.32 $2,052 - $3,199
-310 Reduced 2.84%
10,605 $105,000
Q3 2023

Nov 15, 2023

SELL
$7.4 - $11.45 $79,550 - $123,087
-10,750 Reduced 49.62%
10,915 $87,000
Q2 2023

Aug 15, 2023

BUY
$4.76 - $9.74 $32,272 - $66,037
6,780 Added 45.55%
21,665 $180,000
Q1 2023

May 03, 2023

BUY
$4.5 - $7.72 $9,121 - $15,648
2,027 Added 15.76%
14,885 $90,000
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $305 - $422
-71 Reduced 0.55%
12,858 $59,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $2,511 - $4,271
-519 Reduced 3.86%
12,929 $63,000
Q2 2022

Aug 08, 2022

BUY
$5.25 - $9.77 $70,602 - $131,386
13,448 New
13,448 $71,000

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 $12.4B
  • 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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