Nicholas Wealth, LLC. SOFI Holdings History
Number of Shares
85,372.00
Current Holdings Value*
$992,880.00
% of Portfolio
0.58%
Total Estimate Gain
$579,675.88
% of Total Estimate Gain
47.12%
Nicholas Wealth, LLC.'s SoFi Technologies Inc Holding Summary
As of 2025-03-31, Nicholas Wealth, LLC. held 85,372.00 shares of SoFi Technologies Inc(SOFI), totaling $992,880.00. This investment constitutes 0.58% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0.01% of the outstanding SoFi Technologies Inc(SOFI) stock.
The initial trade took place in 2025Q1. And since then Nicholas Wealth, LLC. has made 1 purchases of SOFI, at an average price of $14.41, for a total of 85,372.00 shares. Based on historical transaction data and SOFI's current price of $21.20, Nicholas Wealth, LLC.'s estimated gain on his SOFI holdings is $579,675.88, reflecting a 47.12% gain to date.
Nicholas Wealth, LLC. SOFI ($21.20) Holding Chart
Nicholas Wealth, LLC. SOFI ($21.20) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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