A detailed history of High Mark Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, High Mark Wealth Management LLC holds 1,200 shares of SOFI stock, worth $33,384. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,161 3.36%
Holding current value
$33,384
Previous $21,000 47.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 20, 2025

BUY
$17.64 - $29.81 $687 - $1,162
39 Added 3.36%
1,200 $31,000
Q2 2025

Jul 21, 2025

BUY
$9.5 - $18.21 $494 - $946
52 Added 4.69%
1,161 $21,000
Q1 2025

Apr 23, 2025

BUY
$11.18 - $18.03 $2,660 - $4,291
238 Added 27.32%
1,109 $12,000
Q4 2024

Jan 31, 2025

BUY
$7.63 - $16.88 $503 - $1,114
66 Added 8.2%
871 $13,000
Q3 2024

Oct 17, 2024

BUY
$6.32 - $8.19 $5,087 - $6,592
805 New
805 $6,000

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 $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
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC 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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.