A detailed history of New Edge Wealth, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,093 shares of SOFI stock, worth $308,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,093
Holding current value
$308,607
% of portfolio
0.0%

Shares

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

Nov 07, 2025

BUY
$17.64 - $29.81 $195,680 - $330,682
11,093 New
11,093 $293,000
Q2 2022

Aug 09, 2022

SELL
$5.25 - $9.77 $246,750 - $459,190
-47,000 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$14.27 - $23.29 $670,690 - $1.09 Million
47,000 New
47,000 $743,000

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
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