A detailed history of M Holdings Securities, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 33,390 shares of SOFI stock, worth $212,026. This represents 0.04% of its overall portfolio holdings.

Number of Shares
33,390
Previous 35,790 6.71%
Holding current value
$212,026
Previous $356,000 31.46%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $5.08B
  • 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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