A detailed history of Steel Peak Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 23,729 shares of SOFI stock, worth $660,140. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,729
Previous 26,478 10.38%
Holding current value
$660,140
Previous $482,000 29.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2025

SELL
$17.64 - $29.81 $48,492 - $81,947
-2,749 Reduced 10.38%
23,729 $626,000
Q2 2025

Jul 22, 2025

BUY
$9.5 - $18.21 $7,609 - $14,586
801 Added 3.12%
26,478 $482,000
Q1 2025

Apr 30, 2025

SELL
$11.18 - $18.03 $82,530 - $133,097
-7,382 Reduced 22.33%
25,677 $298,000
Q4 2024

Jan 22, 2025

BUY
$7.63 - $16.88 $103,722 - $229,466
13,594 Added 69.84%
33,059 $509,000
Q3 2024

Oct 25, 2024

BUY
$6.32 - $8.19 $123,018 - $159,418
19,465 New
19,465 $152,000
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $54,285 - $101,021
10,340 New
10,340 $54,000

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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