Purchases and Sales Made in Q1 2023 in So Fi Technologies, Inc. (SOFI)

SOFI Quotes by TradingView

This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2023. 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 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
200
New
$900 - $1.54K
200 $3.1K
May 12, 2023 Q1 2023
Cooper/Haims Advisors, LLC

BUY
 -
170
+ 1.1%
$765 - $1.31K
15.7K $243K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
125
New
$563 - $965
125 $1.94K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
100
+ 0.89%
$450 - $772
11.3K $175K
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
100
New
$450 - $772
100 $1.55K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
100
New
$450 - $772
100 $1.55K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
80
+ 400.0%
$360 - $618
100 $1.55K
Apr 19, 2023 Q1 2023
Manchester Financial Inc

BUY
 -
78
+ 0.33%
$351 - $602
23.5K $363K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
72
+ 0.19%
$324 - $556
39K $604K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
50
+ 1.61%
$225 - $386
3.15K $48.8K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
48
+ 92.31%
$216 - $371
100 $1.55K
May 15, 2023 Q1 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
36
+ 0.22%
$162 - $278
16.7K $258K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
22
+ 36.07%
$99 - $170
83 $1.29K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
17
New
$76.5 - $131
17 $263
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
10
New
$45 - $77.2
10 $155
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-18
- 1.26%
$81 - $139
1.41K $21.8K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-21
- 1.74%
$94.5 - $162
1.18K $18.3K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-32
- 0.32%
$144 - $247
10K $155K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-32
- 0.32%
$144 - $247
10K $155K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-35
- 4.76%
$158 - $270
700 $10.8K
May 01, 2023 Q1 2023
Performa LTD (Us), LLC

SELL
 -
-70
- 35.0%
$315 - $540
130 $2.01K
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

SELL
 -
-71
- 0.61%
$320 - $548
11.5K $179K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-71
- 0.45%
$320 - $548
15.8K $245K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

SELL
 -
-100
- 96.15%
$450 - $772
4 $62
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-100
- 0.27%
$450 - $772
36.7K $568K
May 15, 2023 Q1 2023
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-100
- 0.3%
$450 - $772
33.1K $513K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
SELL
 -
-100
- 0.7%
$450 - $772
14.1K $218K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

SELL
 -
-114
- 33.24%
$513 - $880
229 $3.55K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-156
Closed
$702 - $1.2K
0 $0
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
SELL
 -
-157
- 0.12%
$707 - $1.21K
134K $2.08M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
SELL
 -
-179
- 2.16%
$806 - $1.38K
8.11K $126K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

SELL
 -
-180
- 5.96%
$810 - $1.39K
2.84K $44K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-189
- 0.89%
$851 - $1.46K
21.1K $326K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-195
- 13.45%
$878 - $1.51K
1.26K $19.4K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-200
- 4.5%
$900 - $1.54K
4.24K $65.7K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

SELL
 -
-200
- 1.93%
$900 - $1.54K
10.1K $157K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-236
- 1.11%
$1.06K - $1.82K
21.1K $326K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

SELL
 -
-250
- 50.0%
$1.13K - $1.93K
250 $3.87K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

SELL
 -
-283
- 77.53%
$1.27K - $2.18K
82 $1.27K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

SELL
 -
-300
- 75.0%
$1.35K - $2.32K
100 $1.55K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-320
- 5.26%
$1.44K - $2.47K
5.76K $89.3K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-349
- 0.97%
$1.57K - $2.69K
35.7K $553K
May 10, 2023 Q1 2023
Zions Bancorporation, N.A.

SELL
 -
-441
- 1.81%
$1.98K - $3.4K
23.9K $370K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

SELL
 -
-450
- 20.93%
$2.03K - $3.47K
1.7K $26.3K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-500
- 3.06%
$2.25K - $3.86K
15.8K $245K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-548
- 84.57%
$2.47K - $4.23K
100 $1.55K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-550
- 7.56%
$2.48K - $4.25K
6.73K $104K
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-596
- 5.42%
$2.68K - $4.6K
10.4K $161K

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