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 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-292- 62.93% |
$1.53K - $2.85K
|
172
$2.61K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.71% |
$1.58K - $2.93K
|
42.3K
$642K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-394Closed |
$2.07K - $3.85K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-427- 3.45% |
$2.24K - $4.17K
|
11.9K
$182K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 15.52% |
$2.36K - $4.4K
|
2.45K
$37.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-458Closed |
$2.4K - $4.47K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-496- 15.15% |
$2.6K - $4.85K
|
2.78K
$42.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$2.63K - $4.89K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-500- 4.2% |
$2.63K - $4.89K
|
11.4K
$173K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-525Closed |
$2.76K - $5.13K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-578Closed |
$3.03K - $5.65K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-624- 1.91% |
$3.28K - $6.1K
|
32.1K
$488K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-653- 9.18% |
$3.43K - $6.38K
|
6.46K
$98.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-680- 21.25% |
$3.57K - $6.64K
|
2.52K
$38.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-850- 93.41% |
$4.46K - $8.3K
|
60
$911
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.01KClosed |
$5.28K - $9.82K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 4.24% |
$5.53K - $10.3K
|
23.8K
$362K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 8.34% |
$5.68K - $10.6K
|
11.9K
$181K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.11K- 6.89% |
$5.8K - $10.8K
|
14.9K
$227K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.25K- 1.27% |
$6.54K - $12.2K
|
96.6K
$1.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$6.56K - $12.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.3K- 5.9% |
$6.83K - $12.7K
|
20.7K
$315K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$6.83K - $12.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.3K- 8.13% |
$6.83K - $12.7K
|
14.7K
$223K
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-1.35KClosed |
$7.09K - $13.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 8.1% |
$7.09K - $13.2K
|
15.3K
$233K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.55K- 9.91% |
$8.15K - $15.2K
|
14.1K
$214K
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-1.9K- 9.66% |
$9.98K - $18.6K
|
17.8K
$270K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.9K- 1.5% |
$9.99K - $18.6K
|
125K
$1.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 82.77% |
$10.1K - $18.8K
|
400
$6.08K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4KClosed |
$12.6K - $23.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.58KClosed |
$13.5K - $25.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81K- 4.42% |
$14.7K - $27.4K
|
60.7K
$921K
|
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.03K- 5.51% |
$15.9K - $29.6K
|
51.9K
$788K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.1KClosed |
$16.3K - $30.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.33K- 13.55% |
$17.5K - $32.5K
|
21.2K
$323K
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-3.56K- 3.32% |
$18.7K - $34.8K
|
104K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 97.28% |
$18.7K - $34.9K
|
100
$1.52K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.72K- 14.29% |
$19.5K - $36.3K
|
22.3K
$338K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.76KClosed |
$19.7K - $36.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.1K- 11.49% |
$21.5K - $40K
|
31.5K
$479K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.37K- 17.45% |
$22.9K - $42.7K
|
20.7K
$314K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.63K- 8.16% |
$24.3K - $45.3K
|
52.1K
$792K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.65KClosed |
$24.4K - $45.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-5.56K- 0.42% |
$29.2K - $54.3K
|
1.31M
$19.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-5.84K- 6.37% |
$30.7K - $57.1K
|
85.8K
$1.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-5.9KClosed |
$31K - $57.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6K- 60.0% |
$31.5K - $58.6K
|
4K
$60.8K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.45K- 11.9% |
$33.9K - $63K
|
47.8K
$725K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.78K- 25.09% |
$35.6K - $66.2K
|
20.2K
$307K
|