Xcel Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Xcel Wealth Management, LLC
- $364 Million
- Q3 2025
A detailed history of Xcel Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 70,932 shares of SOFI stock, worth $1.97 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
70,932
Previous 70,540
0.56%
Holding current value
$1.97 Million
Previous $1.28 Million
45.95%
% of portfolio
0.51%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding SOFI
# of Institutions
1,087Shares Held
622MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
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...