A detailed history of Spire Wealth Management transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 73,782 shares of SOFI stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
73,782
Previous 68,787 7.26%
Holding current value
$1.23 Million
Previous $454,000 27.53%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$6.32 - $8.19 $31,568 - $40,909
4,995 Added 7.26%
73,782 $579,000
Q2 2024

Jul 31, 2024

SELL
$6.32 - $7.89 $650,612 - $812,236
-102,945 Reduced 59.95%
68,787 $454,000
Q1 2024

Apr 24, 2024

SELL
$6.92 - $9.65 $30,448 - $42,460
-4,400 Reduced 2.5%
171,732 $1.25 Million
Q4 2023

Feb 06, 2024

SELL
$6.62 - $10.32 $18,205 - $28,380
-2,750 Reduced 1.54%
176,132 $1.75 Million
Q3 2023

Nov 08, 2023

SELL
$7.4 - $11.45 $11,470 - $17,747
-1,550 Reduced 0.86%
178,882 $1.43 Million
Q2 2023

Aug 09, 2023

BUY
$4.76 - $9.74 $110,908 - $226,942
23,300 Added 14.83%
180,432 $1.5 Million
Q1 2023

May 09, 2023

BUY
$4.5 - $7.72 $116,550 - $199,948
25,900 Added 19.74%
157,132 $953,000
Q4 2022

Feb 03, 2023

BUY
$4.3 - $5.95 $52,017 - $71,977
12,097 Added 10.15%
131,232 $605,000
Q3 2022

Nov 07, 2022

BUY
$4.84 - $8.23 $244,812 - $416,281
50,581 Added 73.78%
119,135 $581,000
Q2 2022

Jul 22, 2022

BUY
$5.25 - $9.77 $359,908 - $669,772
68,554 New
68,554 $361,000

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 $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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.