A detailed history of Legacy Wealth Managment, Llc/Id transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 3,244 shares of SOFI stock, worth $54,596. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,244
Previous 1,500 116.27%
Holding current value
$54,596
Previous $11,000 345.45%
% of portfolio
0.04%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$7.63 - $16.88 $13,306 - $29,438
1,744 Added 116.27%
3,244 $49,000
Q3 2024

Nov 15, 2024

BUY
$6.32 - $8.19 $9,480 - $12,285
1,500 New
1,500 $11,000

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 $13.5B
  • 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 Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.