A detailed history of Venturi Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,405 shares of SOFI stock, worth $23,323. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,405
Previous 965 45.6%
Holding current value
$23,323
Previous $6,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$6.32 - $8.19 $2,780 - $3,603
440 Added 45.6%
1,405 $11,000
Q2 2024

Jul 19, 2024

BUY
$6.32 - $7.89 $6,098 - $7,613
965 New
965 $6,000
Q4 2023

Jan 23, 2024

BUY
$6.62 - $10.32 $794 - $1,238
120 New
120 $1,000

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 $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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