A detailed history of Jamison Private Wealth Management, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 565 shares of SOFI stock, worth $6,311. This represents 0.0% of its overall portfolio holdings.

Number of Shares
565
Previous 575 1.74%
Holding current value
$6,311
Previous $3.8 Million 16.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$6.32 - $8.19 $63 - $81
-10 Reduced 1.74%
565 $4.44 Million
Q4 2023

Jan 17, 2024

BUY
$6.62 - $10.32 $19 - $30
3 Added 0.52%
575 $5.72 Million
Q3 2023

Jan 05, 2024

BUY
$7.4 - $11.45 $4,232 - $6,549
572 New
572 $4.57 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 $8.93B
  • 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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