A detailed history of Northwest Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 15,306 shares of SOFI stock, worth $208,620. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,306
Previous 15,000 2.04%
Holding current value
$208,620
Previous $99,000 21.21%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$6.32 - $8.19 $1,933 - $2,506
306 Added 2.04%
15,306 $120,000
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $34,600 - $48,250
5,000 Added 50.0%
15,000 $109,000
Q3 2023

Nov 01, 2023

BUY
$7.4 - $11.45 $74,000 - $114,500
10,000 New
10,000 $79,000

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 $10.9B
  • 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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