A detailed history of Oak Harbor Wealth Partners, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 11,000 shares of SOFI stock, worth $149,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,000
Previous 10,000 10.0%
Holding current value
$149,930
Previous $66,000 30.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

BUY
$6.32 - $8.19 $6,320 - $8,189
1,000 Added 10.0%
11,000 $86,000
Q2 2024

Jul 18, 2024

SELL
$6.32 - $7.89 $63,200 - $78,900
-10,000 Reduced 50.0%
10,000 $66,000
Q2 2023

Jul 27, 2023

BUY
$4.76 - $9.74 $95,200 - $194,800
20,000 New
20,000 $166,000
Q2 2022

Jul 25, 2022

SELL
$5.25 - $9.77 $5,528 - $10,287
-1,053 Reduced 4.24%
23,800 $125,000
Q1 2022

May 11, 2022

BUY
$7.93 - $15.68 $24,210 - $47,871
3,053 Added 14.0%
24,853 $235,000
Q4 2021

Feb 17, 2022

BUY
$14.27 - $23.29 $311,086 - $507,722
21,800 New
21,800 $345,000

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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