Purchases and Sales Made in Q2 2022 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
805New |
$4.23K - $7.86K
|
805
$12.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
800New |
$4.2K - $7.82K
|
800
$12.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
750New |
$3.94K - $7.33K
|
750
$11.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
723+ 45.22% |
$3.8K - $7.06K
|
2.32K
$36.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600New |
$3.15K - $5.86K
|
600
$9.51K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
533+ 1.75% |
$2.8K - $5.21K
|
31K
$492K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
470New |
$2.47K - $4.59K
|
470
$7.45K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
467+ 0.82% |
$2.45K - $4.56K
|
57.1K
$906K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
445+ 296.67% |
$2.34K - $4.35K
|
595
$9.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
411+ 3.17% |
$2.16K - $4.02K
|
13.4K
$212K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
350+ 1.6% |
$1.84K - $3.42K
|
22.3K
$353K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
312+ 72.56% |
$1.64K - $3.05K
|
742
$11.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
282New |
$1.48K - $2.76K
|
282
$4.47K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 333.33% |
$1.31K - $2.44K
|
325
$5.15K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
235+ 2.35% |
$1.23K - $2.3K
|
10.2K
$162K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
159New |
$835 - $1.55K
|
159
$2.52K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$819 - $1.52K
|
156
$2.47K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
155+ 14.71% |
$814 - $1.51K
|
1.21K
$19.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
142New |
$746 - $1.39K
|
142
$2.25K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
140+ 466.67% |
$735 - $1.37K
|
170
$2.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
137+ 415.15% |
$719 - $1.34K
|
170
$2.69K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
126+ 1.1% |
$662 - $1.23K
|
11.6K
$183K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125New |
$656 - $1.22K
|
125
$1.98K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
106New |
$557 - $1.04K
|
106
$1.68K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
100New |
$525 - $977
|
100
$1.59K
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
97+ 0.58% |
$509 - $948
|
16.7K
$265K
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
92+ 39.48% |
$483 - $899
|
325
$5.15K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75+ 11.9% |
$394 - $733
|
705
$11.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
74New |
$389 - $723
|
74
$1.17K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
61+ 0.37% |
$320 - $596
|
16.7K
$265K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$221 - $410
|
42
$666
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
40New |
$210 - $391
|
40
$634
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
30New |
$158 - $293
|
30
$476
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.29% |
$147 - $274
|
9.81K
$155K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
20+ 1.82% |
$105 - $195
|
1.12K
$17.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$21 - $39.1
|
4
$63.4
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.88% |
$5.25 - $9.77
|
115
$1.82K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-2Closed |
$10.5 - $19.5
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.54% |
$26.3 - $48.8
|
921
$14.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 1.26% |
$26.3 - $48.8
|
392
$6.21K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 66.67% |
$52.5 - $97.7
|
5
$79.3
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-77- 50.33% |
$404 - $752
|
76
$1.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-94- 4.98% |
$494 - $918
|
1.8K
$28.5K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100Closed |
$525 - $977
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street LLC
|
SELL
|
- |
-100Closed |
$525 - $977
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-122- 16.22% |
$641 - $1.19K
|
630
$9.99K
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-129Closed |
$677 - $1.26K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-156- 4.77% |
$819 - $1.52K
|
3.11K
$49.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-198Closed |
$1.04K - $1.93K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-200Closed |
$1.05K - $1.95K
|
0
$0
|