A detailed history of Wealthcare Advisory Partners LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 18,447 shares of SOFI stock, worth $251,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,447
Previous 29,880 38.26%
Holding current value
$251,432
Previous $197,000 26.9%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 04, 2024

SELL
$6.32 - $8.19 $72,256 - $93,636
-11,433 Reduced 38.26%
18,447 $144,000
Q2 2024

Aug 09, 2024

BUY
$6.32 - $7.89 $20,312 - $25,358
3,214 Added 12.05%
29,880 $197,000
Q1 2024

Apr 15, 2024

BUY
$6.92 - $9.65 $64,238 - $89,580
9,283 Added 53.4%
26,666 $194,000
Q4 2023

Feb 06, 2024

BUY
$6.62 - $10.32 $27,221 - $42,435
4,112 Added 30.98%
17,383 $172,000
Q3 2023

Oct 12, 2023

SELL
$7.4 - $11.45 $16,835 - $26,048
-2,275 Reduced 14.63%
13,271 $106,000
Q2 2023

Jul 17, 2023

BUY
$4.76 - $9.74 $73,998 - $151,418
15,546 New
15,546 $129,000
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $48,753 - $67,461
11,338 New
11,338 $52,000

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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