A detailed history of Wellington Wealth Strategies, Llc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 25,208 shares of SOFI stock, worth $403,832. This represents 0.21% of its overall portfolio holdings.

Number of Shares
25,208
Holding current value
$403,832
% of portfolio
0.21%

Shares

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

Nov 12, 2024

BUY
$6.32 - $8.19 $159,314 - $206,453
25,208 New
25,208 $282 Million
Q1 2024

May 14, 2024

SELL
$6.92 - $9.65 $119,854 - $167,138
-17,320 Reduced 38.45%
27,728 $202 Million
Q4 2020

Feb 14, 2024

BUY
$10.41 - $12.66 $468,949 - $570,307
45,048 New
45,048 $448 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 $12.8B
  • 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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