Purchases and Sales Made in Q1 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2022. The information is specifically focused on institutions that hold shares of SoFi Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
500New |
$3.97K - $7.84K
|
500
$7.57K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
492+ 1.64% |
$3.9K - $7.71K
|
30.5K
$461K
|
|
|
Jun 10, 2022
Q1 2022
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
425+ 0.33% |
$3.37K - $6.66K
|
129K
$1.96M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
413New |
$3.28K - $6.48K
|
413
$6.25K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
410New |
$3.25K - $6.43K
|
410
$6.2K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
353+ 3.74% |
$2.8K - $5.54K
|
9.78K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
315+ 0.59% |
$2.5K - $4.94K
|
53.4K
$808K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
250+ 90.91% |
$1.98K - $3.92K
|
525
$7.94K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
250+ 7.12% |
$1.98K - $3.92K
|
3.76K
$56.9K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
206+ 1.64% |
$1.63K - $3.23K
|
12.7K
$193K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200New |
$1.59K - $3.14K
|
200
$3.03K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 22.22% |
$1.59K - $3.14K
|
1.1K
$16.6K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
200New |
$1.59K - $3.14K
|
200
$3.03K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
200+ 15.38% |
$1.59K - $3.14K
|
1.5K
$22.7K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
198New |
$1.57K - $3.1K
|
198
$3K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$1.24K - $2.45K
|
156
$2.36K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
153New |
$1.21K - $2.4K
|
153
$2.31K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$1.19K - $2.35K
|
150
$2.27K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
129New |
$1.02K - $2.02K
|
129
$1.95K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
110+ 31.43% |
$872 - $1.72K
|
460
$6.96K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
110+ 13.75% |
$872 - $1.72K
|
910
$13.8K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110+ 0.97% |
$872 - $1.72K
|
11.4K
$173K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
100New |
$793 - $1.57K
|
100
$1.51K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
100New |
$793 - $1.57K
|
100
$1.51K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street LLC
|
BUY
|
- |
100New |
$793 - $1.57K
|
100
$1.51K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
94+ 31.33% |
$745 - $1.47K
|
394
$5.96K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
85+ 0.77% |
$674 - $1.33K
|
11.1K
$168K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75New |
$595 - $1.18K
|
75
$1.13K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
75+ 166.67% |
$595 - $1.18K
|
120
$1.82K
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
55+ 30.9% |
$436 - $862
|
233
$3.53K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
55New |
$436 - $862
|
55
$832
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
52+ 15.07% |
$412 - $815
|
397
$6.01K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 66.67% |
$317 - $627
|
100
$1.51K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
30New |
$238 - $470
|
30
$454
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 3.57% |
$198 - $392
|
725
$11K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15New |
$119 - $235
|
15
$227
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
4+ 3.64% |
$31.7 - $62.7
|
114
$1.72K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2Closed |
$15.9 - $31.4
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$31.7 - $62.7
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10Closed |
$79.3 - $157
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 1.67% |
$79.3 - $157
|
590
$8.93K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-30- 55.56% |
$238 - $470
|
24
$363
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 4.61% |
$278 - $549
|
725
$11K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$397 - $784
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$397 - $784
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-80- 5.42% |
$634 - $1.25K
|
1.4K
$21.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100Closed |
$793 - $1.57K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-100Closed |
$793 - $1.57K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-105Closed |
$833 - $1.65K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-150- 65.22% |
$1.19K - $2.35K
|
80
$1.21K
|