A detailed history of Tradition Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 52,410 shares of SOFI stock, worth $338,044. This represents 0.04% of its overall portfolio holdings.

Number of Shares
52,410
Previous 33,216 57.79%
Holding current value
$338,044
Previous $330,000 15.76%
% of portfolio
0.04%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$6.92 - $9.65 $132,822 - $185,222
19,194 Added 57.79%
52,410 $382,000
Q4 2023

Feb 12, 2024

BUY
$6.62 - $10.32 $42,699 - $66,564
6,450 Added 24.1%
33,216 $330,000
Q3 2023

Nov 13, 2023

BUY
$7.4 - $11.45 $74,784 - $115,713
10,106 Added 60.66%
26,766 $214,000
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $5,831 - $11,931
1,225 Added 7.94%
16,660 $139,000
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $37,710 - $64,693
8,380 Added 118.78%
15,435 $94,000
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $6,405 - $11,919
1,220 Added 20.91%
7,055 $37,000
Q1 2022

May 11, 2022

BUY
$7.93 - $15.68 $45,002 - $88,984
5,675 Added 3546.88%
5,835 $55,000
Q4 2021

Feb 14, 2022

BUY
$14.27 - $23.29 $2,283 - $3,726
160 New
160 $3,000

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 $5.16B
  • 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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