A detailed history of Prosperity Wealth Management, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 23,850 shares of SOFI stock, worth $395,910. This represents 0.07% of its overall portfolio holdings.

Number of Shares
23,850
Holding current value
$395,910
% of portfolio
0.07%

Shares

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

Nov 14, 2024

BUY
$6.32 - $8.19 $150,732 - $195,331
23,850 New
23,850 $187 Million
Q4 2023

Jan 30, 2024

BUY
$6.62 - $10.32 $205,551 - $320,436
31,050 New
31,050 $309 Million
Q2 2023

Sep 12, 2023

BUY
$4.76 - $9.74 $97,580 - $199,670
20,500 New
20,500 $171 Million
Q1 2023

Sep 12, 2023

SELL
$4.5 - $7.72 $78,939 - $135,424
-17,542 Closed
0 $0
Q4 2022

Sep 12, 2023

BUY
$4.3 - $5.95 $75,430 - $104,374
17,542 New
17,542 $80.9 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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