A detailed history of Triumph Capital Management transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Triumph Capital Management holds 362,385 shares of SOFI stock, worth $2.82 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
362,385
Previous 290,243 24.86%
Holding current value
$2.82 Million
Previous $2.89 Million 8.38%
% of portfolio
1.13%
Previous 1.29%

Shares

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

Apr 25, 2024

BUY
$6.92 - $9.65 $499,222 - $696,170
72,142 Added 24.86%
362,385 $2.65 Million
Q4 2023

Feb 05, 2024

BUY
$6.62 - $10.32 $754,368 - $1.18 Million
113,953 Added 64.64%
290,243 $2.89 Million
Q3 2023

Oct 31, 2023

BUY
$7.4 - $11.45 $177,289 - $274,319
23,958 Added 15.73%
176,290 $1.41 Million
Q2 2023

Aug 03, 2023

SELL
$4.76 - $9.74 $45,229 - $92,549
-9,502 Reduced 5.87%
152,332 $1.27 Million
Q1 2023

May 08, 2023

SELL
$4.5 - $7.72 $679,990 - $1.17 Million
-151,109 Reduced 48.29%
161,834 $982,000
Q4 2022

Jan 31, 2023

BUY
$4.3 - $5.95 $60,569 - $83,811
14,086 Added 4.71%
312,943 $1.44 Million
Q3 2022

Nov 01, 2022

BUY
$4.84 - $8.23 $309,261 - $525,872
63,897 Added 27.19%
298,857 $1.46 Million
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $426,168 - $793,079
81,175 Added 52.78%
234,960 $1.24 Million
Q1 2022

May 03, 2022

BUY
$7.93 - $15.68 $194,039 - $383,673
24,469 Added 18.92%
153,785 $1.45 Million
Q4 2021

Feb 11, 2022

BUY
$14.27 - $23.29 $500,092 - $816,198
35,045 Added 37.17%
129,316 $2.04 Million
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $1.3 Million - $1.72 Million
94,271 New
94,271 $1.5 Million

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 $6.23B
  • 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 Triumph Capital Management Portfolio

Follow Triumph Capital 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 Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.