A detailed history of Triumph Capital Management transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Triumph Capital Management holds 362,385 shares of SOFI stock, worth $5.81 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
362,385
Previous 290,243 24.86%
Holding current value
$5.81 Million
Previous $2.89 Million 8.38%
% of portfolio
1.13%
Previous 1.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$6.92 - $9.65 $499,222 - $696,170
72,142 Added 24.86%
362,385 $2.65 Million
Q4 2023

Feb 05, 2024

BUY
$6.62 - $10.32 $754,368 - $1.18 Million
113,953 Added 64.64%
290,243 $2.89 Million
Q3 2023

Oct 31, 2023

BUY
$7.4 - $11.45 $177,289 - $274,319
23,958 Added 15.73%
176,290 $1.41 Million
Q2 2023

Aug 03, 2023

SELL
$4.76 - $9.74 $45,229 - $92,549
-9,502 Reduced 5.87%
152,332 $1.27 Million
Q1 2023

May 08, 2023

SELL
$4.5 - $7.72 $679,990 - $1.17 Million
-151,109 Reduced 48.29%
161,834 $982,000
Q4 2022

Jan 31, 2023

BUY
$4.3 - $5.95 $60,569 - $83,811
14,086 Added 4.71%
312,943 $1.44 Million
Q3 2022

Nov 01, 2022

BUY
$4.84 - $8.23 $309,261 - $525,872
63,897 Added 27.19%
298,857 $1.46 Million
Q2 2022

Aug 02, 2022

BUY
$5.25 - $9.77 $426,168 - $793,079
81,175 Added 52.78%
234,960 $1.24 Million
Q1 2022

May 03, 2022

BUY
$7.93 - $15.68 $194,039 - $383,673
24,469 Added 18.92%
153,785 $1.45 Million
Q4 2021

Feb 11, 2022

BUY
$14.27 - $23.29 $500,092 - $816,198
35,045 Added 37.17%
129,316 $2.04 Million
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $1.3 Million - $1.72 Million
94,271 New
94,271 $1.5 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 $12.8B
  • 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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