A detailed history of Smallwood Wealth Investment Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 925 shares of SOFI stock, worth $12,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares
925
Holding current value
$12,552
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
$11.18 - $18.03 $10,341 - $16,677
925 New
925 $10,000

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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