A detailed history of Westside Investment Management, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Westside Investment Management, Inc. holds 3,500 shares of SOFI stock, worth $53,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$53,725
Previous $23.1 Million 11.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 19, 2024

BUY
$6.92 - $9.65 $2,768 - $3,860
400 Added 12.9%
3,500 $25.4 Million
Q4 2023

Jan 12, 2024

BUY
$6.62 - $10.32 $9,930 - $15,480
1,500 Added 93.75%
3,100 $30.8 Million
Q2 2023

Jul 14, 2023

SELL
$4.76 - $9.74 $476 - $974
-100 Reduced 5.88%
1,600 $13.5 Million
Q1 2023

May 17, 2023

SELL
$4.5 - $7.72 $2,025 - $3,474
-450 Reduced 20.93%
1,700 $10.3 Million
Q4 2022

Jan 31, 2023

BUY
$4.3 - $5.95 $5,160 - $7,140
1,200 Added 126.32%
2,150 $5,000
Q2 2022

Jul 15, 2022

BUY
$5.25 - $9.77 $4,987 - $9,281
950 New
950 $5,000
Q1 2022

Apr 25, 2022

SELL
$7.93 - $15.68 $1,586 - $3,136
-200 Closed
0 $0
Q2 2021

Jul 28, 2021

BUY
$14.61 - $23.89 $2,922 - $4,778
200 New
200 $3,000

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 $12.3B
  • 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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