A detailed history of Texas Capital Bank Wealth Management Services Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Texas Capital Bank Wealth Management Services Inc holds 50,000 shares of SOFI stock, worth $767,500. This represents 0.04% of its overall portfolio holdings.

Number of Shares
50,000
Previous 100,000 50.0%
Holding current value
$767,500
Previous $661,000 40.54%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$6.32 - $8.19 $316,000 - $409,500
-50,000 Reduced 50.0%
50,000 $393,000
Q2 2024

Aug 15, 2024

BUY
$6.32 - $7.89 $442,400 - $552,300
70,000 Added 233.33%
100,000 $661,000
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $103,800 - $144,750
15,000 Added 100.0%
30,000 $219,000
Q4 2023

Feb 08, 2024

SELL
$6.62 - $10.32 $99,300 - $154,800
-15,000 Reduced 50.0%
15,000 $149,000
Q3 2023

Nov 14, 2023

SELL
$7.4 - $11.45 $74,000 - $114,500
-10,000 Reduced 25.0%
30,000 $239,000
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $180,000 - $308,800
40,000 New
40,000 $242,000

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 $12.3B
  • 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
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