A detailed history of Redwood Wealth Management Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 13,066 shares of SOFI stock, worth $155,485. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,066
Holding current value
$155,485
% of portfolio
0.07%

Shares

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

Aug 09, 2024

BUY
$6.32 - $7.89 $82,577 - $103,090
13,066 New
13,066 $86.4 Million
Q4 2023

Jan 25, 2024

SELL
$6.62 - $10.32 $6,620 - $10,320
-1,000 Reduced 5.83%
16,166 $161 Million
Q3 2023

Oct 18, 2023

BUY
$7.4 - $11.45 $8,258 - $12,778
1,116 Added 6.95%
17,166 $137 Million
Q2 2023

Jul 20, 2023

SELL
$4.76 - $9.74 $1,428 - $2,922
-300 Reduced 1.83%
16,050 $134 Million
Q1 2023

Apr 19, 2023

BUY
$4.5 - $7.72 $9,450 - $16,212
2,100 Added 14.74%
16,350 $99.2 Million
Q4 2022

Feb 01, 2023

BUY
$4.3 - $5.95 $61,275 - $84,787
14,250 New
14,250 $65.7 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 $9.52B
  • 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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