A detailed history of Waller Financial Planning Group, Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 10,327 shares of SOFI stock, worth $140,757. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,327
Previous 10,275 0.51%
Holding current value
$140,757
Previous $67,000 20.9%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 02, 2024

BUY
$6.32 - $8.19 $328 - $425
52 Added 0.51%
10,327 $81,000
Q2 2024

Jul 02, 2024

BUY
$6.32 - $7.89 $64,938 - $81,069
10,275 New
10,275 $67,000

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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