A detailed history of Balboa Wealth Partners transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 10,450 shares of SOFI stock, worth $167,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,450
Holding current value
$167,409
% of portfolio
0.02%

Shares

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

Nov 06, 2024

BUY
$6.32 - $8.19 $66,044 - $85,585
10,450 New
10,450 $82,000
Q1 2024

May 13, 2024

SELL
$6.92 - $9.65 $9,342 - $13,027
-1,350 Reduced 9.91%
12,275 $89,000
Q4 2023

Feb 09, 2024

SELL
$6.62 - $10.32 $79,016 - $123,179
-11,936 Reduced 46.7%
13,625 $135,000
Q3 2023

Oct 23, 2023

BUY
$7.4 - $11.45 $86,846 - $134,377
11,736 Added 84.89%
25,561 $204,000
Q2 2023

Aug 08, 2023

BUY
$4.76 - $9.74 $65,807 - $134,655
13,825 New
13,825 $115,000

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 $12.8B
  • 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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