A detailed history of Golden State Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,200 shares of SOFI stock, worth $33,384. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,000 20.0%
Holding current value
$33,384
Previous $18.2 Million 74.1%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$17.64 - $29.81 $3,528 - $5,962
200 Added 20.0%
1,200 $31.7 Million
Q1 2025

Apr 24, 2025

SELL
$11.18 - $18.03 $11,861 - $19,129
-1,061 Reduced 51.48%
1,000 $11.6 Million
Q1 2025

Apr 23, 2025

BUY
$11.18 - $18.03 $11,861 - $19,129
1,061 Added 106.1%
2,061 $23,000
Q4 2024

Jan 28, 2025

BUY
$7.63 - $16.88 $7,630 - $16,880
1,000 New
1,000 $15.4 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 $22.2B
  • 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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