A detailed history of Foresight Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 32,831 shares of SOFI stock, worth $366,722. This represents 2.17% of its overall portfolio holdings.

Number of Shares
32,831
Previous 35,045 6.32%
Holding current value
$366,722
Previous $171,000 88409.36%
% of portfolio
2.17%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

SELL
$4.3 - $5.95 $9,520 - $13,173
-2,214 Reduced 6.32%
32,831 $151 Million
Q3 2022

Nov 04, 2022

SELL
$4.84 - $8.23 $8,712 - $14,814
-1,800 Reduced 4.89%
35,045 $171,000
Q2 2022

Jul 29, 2022

BUY
$5.25 - $9.77 $127,827 - $237,879
24,348 Added 194.83%
36,845 $194,000
Q4 2021

Feb 04, 2022

BUY
$14.27 - $23.29 $178,332 - $291,055
12,497 New
12,497 $198,000

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 $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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