A detailed history of Private Wealth Management Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 79 shares of SOFI stock, worth $1,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 79 -0.0%
Holding current value
$1,316
Previous $523,000 18.74%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$6.32 - $7.89 $2,332 - $2,911
-369 Reduced 82.37%
79 $523,000
Q1 2024

Apr 30, 2024

BUY
$6.92 - $9.65 $166 - $231
24 Added 5.66%
448 $3.27 Million
Q4 2023

Feb 08, 2024

BUY
$6.62 - $10.32 $2,806 - $4,375
424 New
424 $4.22 Million

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 $13.3B
  • 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...
More about SOFI
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