Total Wealth Planning & Management, Inc. SOFI Holdings History
Total Wealth Planning & Management, Inc.'s SoFi Technologies Inc Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held - shares of SoFi Technologies Inc(SOFI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding SoFi Technologies Inc(SOFI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $14.41 for 53,319.00 shares. Based on historical transaction data and SOFI's current price of $21.81, Total Wealth Planning & Management, Inc.'s estimated gain on his SOFI holdings is $71,447.46, reflecting a 10.25% gain to date.
Total Wealth Planning & Management, Inc. SOFI ($21.81) Holding Chart
Total Wealth Planning & Management, Inc. SOFI ($21.81) 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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