A detailed history of Lakeshore Financial Planning, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 92,813 shares of SOFI stock, worth $1.54 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
92,813
Previous 87,813 5.69%
Holding current value
$1.54 Million
Previous $580 Million 25.68%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$6.32 - $8.19 $31,600 - $40,950
5,000 Added 5.69%
92,813 $730 Million
Q2 2024

Jul 25, 2024

BUY
$6.32 - $7.89 $28,484 - $35,560
4,507 Added 5.41%
87,813 $580 Million
Q1 2024

May 10, 2024

BUY
$6.92 - $9.65 $576,477 - $803,902
83,306 New
83,306 $608 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 $13.3B
  • 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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