A detailed history of Lauer Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Lauer Wealth, LLC holds 78,677 shares of SOFI stock, worth $1.27 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
78,677
Previous 70,803 11.12%
Holding current value
$1.27 Million
Previous $416 Million 79.09%
% of portfolio
0.58%
Previous 0.33%

Shares

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

Oct 24, 2024

BUY
$6.32 - $8.19 $49,763 - $64,488
7,874 Added 11.12%
78,677 $745 Million
Q2 2024

Jul 16, 2024

BUY
$6.32 - $7.89 $167,770 - $209,447
26,546 Added 59.98%
70,803 $416 Million
Q1 2024

Apr 16, 2024

BUY
$6.92 - $9.65 $87,884 - $122,555
12,700 Added 40.24%
44,257 $338 Million
Q4 2023

Jan 29, 2024

BUY
$6.62 - $10.32 $6,858 - $10,691
1,036 Added 3.39%
31,557 $250 Million
Q3 2023

Oct 17, 2023

BUY
$7.4 - $11.45 $225,855 - $349,465
30,521 New
30,521 $252 Million
Q1 2023

May 12, 2023

BUY
$4.5 - $7.72 $119,691 - $205,336
26,598 New
26,598 $83.3 Million

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 $12.9B
  • 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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