A detailed history of Simplicity Wealth,Llc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 20,708 shares of SOFI stock, worth $445,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,708
Previous 229,303 90.97%
Holding current value
$445,429
Previous $2.67 Million 85.86%
% of portfolio
0.02%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$9.5 - $18.21 $1.98 Million - $3.8 Million
-208,595 Reduced 90.97%
20,708 $377,000
Q1 2025

Apr 14, 2025

BUY
$11.18 - $18.03 $2.56 Million - $4.13 Million
229,303 New
229,303 $2.67 Million
Q1 2024

Apr 24, 2024

BUY
$6.92 - $9.65 $96,596 - $134,704
13,959 New
13,959 $101,000

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 $17.2B
  • 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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