A detailed history of Creative One Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 12,001 shares of SOFI stock, worth $169,814. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,001
Holding current value
$169,814
% of portfolio
0.0%

Shares

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

Nov 13, 2024

BUY
$6.32 - $8.19 $75,846 - $98,288
12,001 New
12,001 $94,000
Q2 2023

Aug 16, 2023

BUY
$4.76 - $9.74 $4,122 - $8,434
866 Added 4.18%
21,587 $180,000
Q2 2023

Aug 14, 2023

SELL
$4.76 - $9.74 $8,725 - $17,853
-1,833 Reduced 8.13%
20,721 $148,000
Q1 2023

May 15, 2023

SELL
$4.5 - $7.72 $119,002 - $204,155
-26,445 Reduced 53.97%
22,554 $137,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $38 - $53
9 Added 0.02%
48,999 $226,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $29,223 - $49,692
-6,038 Reduced 10.97%
48,990 $239,000
Q2 2022

Aug 12, 2022

BUY
$5.25 - $9.77 $195,452 - $363,727
37,229 Added 209.16%
55,028 $290,000
Q1 2022

May 13, 2022

BUY
$7.93 - $15.68 $141,146 - $279,088
17,799 New
17,799 $168,000
Q4 2021

Feb 15, 2022

SELL
$14.27 - $23.29 $514,861 - $840,303
-36,080 Closed
0 $0
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $336,600 - $446,760
24,480 Added 211.03%
36,080 $573,000
Q2 2021

Aug 13, 2021

BUY
$14.61 - $23.89 $169,476 - $277,124
11,600 New
11,600 $222,000

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 $11.3B
  • 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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