A detailed history of Pensionmark Financial Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 21,745 shares of SOFI stock, worth $296,384. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,745
Previous 20,409 6.55%
Holding current value
$296,384
Previous $134,000 26.87%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$6.32 - $8.19 $8,443 - $10,941
1,336 Added 6.55%
21,745 $170,000
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $3,460 - $4,825
500 Added 2.51%
20,409 $148,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $26,684 - $54,602
5,606 Added 39.19%
19,909 $166,000
Q1 2023

May 15, 2023

BUY
$4.5 - $7.72 $64,363 - $110,419
14,303 New
14,303 $86,000
Q2 2022

Aug 09, 2022

SELL
$5.25 - $9.77 $57,240 - $106,522
-10,903 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$7.93 - $15.68 $86,460 - $170,959
10,903 New
10,903 $103,000

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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