M Holdings Securities, Inc. So Fi Technologies, Inc. Transaction History

M Holdings Securities, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$6.32 - $7.89 $37,477 - $46,787	5,930 Added 17.76%	39,320 $260,000
Q1 2024 May 14, 2024	SELL	$6.92 - $9.65 $16,608 - $23,160	-2,400 Reduced 6.71%	33,390 $244,000
Q4 2023 Feb 14, 2024	BUY	$6.62 - $10.32 $236,929 - $369,352	35,790 New	35,790 $356,000
Q1 2023 May 15, 2023	SELL	$4.5 - $7.72 $22,482 - $38,569	-4,996 Reduced 10.13%	44,310 $269,000
Q4 2022 Feb 10, 2023	SELL	$4.3 - $5.95 $22,347 - $30,922	-5,197 Reduced 9.54%	49,306 $227,000
Q3 2022 Nov 16, 2022	SELL	$4.84 - $8.23 $21,281 - $36,187	-4,397 Reduced 7.47%	54,503 $266,000
Q2 2022 Aug 16, 2022	SELL	$5.25 - $9.77 $64,575 - $120,171	-12,300 Reduced 17.28%	58,900 $310,000
Q1 2022 May 24, 2022	BUY	$7.93 - $15.68 $564,616 - $1.12 Million	71,200 New	71,200 $673,000

742

500M

71.7M

63.4M

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.3B
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...

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