A detailed history of Steel Peak Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 19,465 shares of SOFI stock, worth $265,307. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,465
Holding current value
$265,307
% of portfolio
0.01%

Shares

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

Oct 25, 2024

BUY
$6.32 - $8.19 $123,018 - $159,418
19,465 New
19,465 $152,000
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $54,285 - $101,021
10,340 New
10,340 $54,000

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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