A detailed history of Spire Wealth Management transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 68,787 shares of SOFI stock, worth $546,856. This represents 0.02% of its overall portfolio holdings.

Number of Shares
68,787
Previous 171,732 59.95%
Holding current value
$546,856
Previous $1.25 Million 63.77%
% of portfolio
0.02%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $6.36B
  • 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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