A detailed history of West Oak Capital, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, West Oak Capital, LLC holds 100 shares of SOFI stock, worth $1,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Holding current value
$1,415
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$7.63 - $16.88 $763 - $1,688
100 New
100 $20,000
Q2 2022

Jul 11, 2022

SELL
$5.25 - $9.77 $525 - $977
-100 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$7.93 - $15.68 $317 - $627
40 Added 66.67%
100 $1,000
Q4 2021

Jan 12, 2022

BUY
$14.27 - $23.29 $499 - $815
35 Added 140.0%
60 $1,000
Q3 2021

Oct 07, 2021

BUY
$13.75 - $18.25 $343 - $456
25 New
25 $0

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 $11.3B
  • 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
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.