A detailed history of Wedmont Private Capital transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Wedmont Private Capital holds 10,452 shares of SOFI stock, worth $68,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,452
Previous 12,068 13.39%
Holding current value
$68,147
Previous $120,000 36.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 10, 2024

SELL
$6.92 - $9.65 $11,182 - $15,594
-1,616 Reduced 13.39%
10,452 $76,000
Q4 2023

Jan 09, 2024

BUY
$6.62 - $10.32 $9,340 - $14,561
1,411 Added 13.24%
12,068 $120,000
Q3 2023

Oct 10, 2023

BUY
$7.4 - $11.45 $78,861 - $122,022
10,657 New
10,657 $85,000

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 $5.21B
  • 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 Wedmont Private Capital Portfolio

Follow Wedmont Private Capital 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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.