Purchases and Sales Made in Q2 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 Q2 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
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
BUY
 -
67
+ 0.83%
$319 - $653
8.17K $124K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
60
New
$286 - $584
60 $911
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
60
+ 2.11%
$286 - $584
2.9K $44.1K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
57
+ 1.14%
$271 - $555
5.06K $76.8K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
45
+ 6.0%
$214 - $438
795 $12.1K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
33
+ 33.0%
$157 - $321
133 $2.02K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
33
+ 33.0%
$157 - $321
133 $2.02K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
32
+ 7.14%
$152 - $312
480 $7.29K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
29
+ 1.27%
$138 - $282
2.31K $35.1K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
20
+ 0.03%
$95.2 - $195
78.4K $1.19M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
14
+ 0.09%
$66.6 - $136
15.8K $241K
Aug 01, 2023 Q2 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
5
New
$23.8 - $48.7
5 $76
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-6
- 0.51%
$28.6 - $58.4
1.18K $17.9K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-7
- 0.1%
$33.3 - $68.2
6.72K $102K
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-10
- 0.03%
$47.6 - $97.4
35.9K $545K
Aug 02, 2023 Q2 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-11
- 0.02%
$52.4 - $107
60.7K $922K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-17
Closed
$80.9 - $166
0 $0
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-27
- 0.05%
$129 - $263
50.8K $771K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-42
- 9.5%
$200 - $409
400 $6.08K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-78
- 5.53%
$371 - $760
1.33K $20.2K
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

SELL
 -
-100
- 5.88%
$476 - $974
1.6K $24.3K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-100
Closed
$476 - $974
0 $0
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

SELL
 -
-150
- 60.0%
$714 - $1.46K
100 $1.52K
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
SELL
 -
-150
- 1.1%
$714 - $1.46K
13.5K $206K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

SELL
 -
-200
- 4.09%
$952 - $1.95K
4.69K $71.2K
Jul 20, 2023 Q2 2023
Redwood Wealth Management Group, LLC

Moorestown, NJ
SELL
 -
-300
- 1.83%
$1.43K - $2.92K
16.1K $244K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-360
- 10.4%
$1.71K - $3.51K
3.1K $47.1K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-360
- 10.4%
$1.71K - $3.51K
3.1K $47.1K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

SELL
 -
-400
- 44.94%
$1.9K - $3.9K
490 $7.44K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

SELL
 -
-400
- 2.36%
$1.9K - $3.9K
16.6K $251K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

SELL
 -
-400
- 50.0%
$1.9K - $3.9K
400 $6.08K
Jul 26, 2023 Q2 2023
Xcel Wealth Management, LLC

SELL
 -
-500
- 1.94%
$2.38K - $4.87K
25.3K $384K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-512
- 95.7%
$2.44K - $4.99K
23 $349
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

SELL
 -
-536
- 2.18%
$2.55K - $5.22K
24.1K $366K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-649
- 6.24%
$3.09K - $6.32K
9.74K $148K
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

SELL
 -
-837
- 5.83%
$3.98K - $8.15K
13.5K $205K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-853
- 1.46%
$4.06K - $8.31K
57.5K $874K
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-963
- 2.03%
$4.58K - $9.38K
46.4K $706K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
SELL
 -
-1K
- 99.9%
$4.76K - $9.74K
1 $15.2
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

SELL
 -
-1K
- 1.81%
$4.76K - $9.74K
54.1K $822K
Jul 21, 2023 Q2 2023
River Street Advisors LLC

Aurora, IL
SELL
 -
-1.02K
- 2.41%
$4.84K - $9.9K
41.1K $625K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

SELL
 -
-1.03K
- 2.24%
$4.89K - $10K
44.8K $681K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

SELL
 -
-1.08K
- 66.46%
$5.16K - $10.6K
547 $8.31K
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-1.28K
- 30.49%
$6.08K - $12.4K
2.91K $44.2K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-1.3K
- 40.9%
$6.2K - $12.7K
1.88K $28.6K
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

SELL
 -
-1.4K
- 22.07%
$6.67K - $13.7K
4.95K $75.2K
Aug 14, 2023 Q2 2023
American Century Companies Inc

Kansas City, MO
SELL
 -
-1.55K
- 0.79%
$7.4K - $15.1K
195K $2.97M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1.68K
- 9.81%
$8.01K - $16.4K
15.5K $235K

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