A detailed history of Sea Crest Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 26,492 shares of SOFI stock, worth $354,992. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,492
Previous 26,492 -0.0%
Holding current value
$354,992
Previous $175,000 18.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 19, 2024

SELL
$6.32 - $7.89 $8,329 - $10,399
-1,318 Reduced 4.74%
26,492 $175,000
Q1 2024

Apr 18, 2024

SELL
$6.92 - $9.65 $23,880 - $33,302
-3,451 Reduced 11.04%
27,810 $203,000
Q4 2023

Jan 18, 2024

SELL
$6.62 - $10.32 $39,587 - $61,713
-5,980 Reduced 16.06%
31,261 $311,000
Q3 2023

Oct 12, 2023

SELL
$7.4 - $11.45 $45,140 - $69,845
-6,100 Reduced 14.07%
37,241 $297,000
Q2 2023

Jul 14, 2023

BUY
$4.76 - $9.74 $476 - $974
100 Added 0.23%
43,341 $361,000
Q1 2023

May 11, 2023

SELL
$4.5 - $7.72 $112,500 - $193,000
-25,000 Reduced 36.63%
43,241 $262,000
Q4 2022

Feb 14, 2023

SELL
$4.3 - $5.95 $77,400 - $107,100
-18,000 Reduced 20.87%
68,241 $314,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $50,844 - $86,456
-10,505 Reduced 10.86%
86,241 $421,000
Q2 2022

Aug 09, 2022

BUY
$5.25 - $9.77 $507,916 - $945,208
96,746 New
96,746 $510,000

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 $10.7B
  • 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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