A detailed history of Trueblood Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 28,824 shares of SOFI stock, worth $464,642. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,824
Previous 22,103 30.41%
Holding current value
$464,642
Previous $146 Million 55.07%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 23, 2024

BUY
$6.32 - $8.19 $42,476 - $55,044
6,721 Added 30.41%
28,824 $227 Million
Q1 2024

Apr 26, 2024

BUY
$6.92 - $9.65 $44,467 - $62,010
6,426 Added 40.99%
22,103 $161 Million
Q4 2023

Jan 18, 2024

BUY
$6.62 - $10.32 $103,781 - $161,786
15,677 New
15,677 $156 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 $12.9B
  • 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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