Purchases and Sales Made in Q2 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2024. 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 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 1.45% |
$1.26K - $1.58K
|
14K
$222K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
200+ 1.94% |
$1.26K - $1.58K
|
10.5K
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 0.9% |
$1.06K - $1.33K
|
18.9K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
131+ 1.02% |
$828 - $1.03K
|
13K
$206K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
126+ 0.84% |
$796 - $994
|
15.1K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
123+ 1.58% |
$777 - $970
|
7.92K
$126K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
122+ 99.19% |
$771 - $963
|
245
$3.88K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 0.85% |
$746 - $931
|
13.9K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Prentice Capital Management, LP
Greenwich, CT |
BUY
|
- |
117+ 0.08% |
$739 - $923
|
150K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 9.35% |
$632 - $789
|
1.17K
$18.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$632 - $789
|
100
$1.59K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
82+ 630.77% |
$518 - $647
|
95
$1.51K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76+ 1.98% |
$480 - $600
|
3.92K
$62.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73New |
$461 - $576
|
73
$1.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
55+ 110.0% |
$348 - $434
|
105
$1.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 12.11% |
$322 - $402
|
472
$7.48K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 1.03% |
$316 - $395
|
4.89K
$77.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
50+ 0.31% |
$316 - $395
|
16K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
46New |
$291 - $363
|
46
$729
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 3.81% |
$253 - $316
|
1.09K
$17.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$253 - $316
|
40
$634
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 0.17% |
$209 - $260
|
20K
$318K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 9.75% |
$196 - $245
|
349
$5.53K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 87.88% |
$183 - $229
|
62
$983
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24New |
$152 - $189
|
24
$380
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.09% |
$94.8 - $118
|
16.2K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.03% |
$69.5 - $86.8
|
35.3K
$559K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$31.6 - $39.4
|
29K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.36% |
$25.3 - $31.6
|
1.11K
$17.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6- 0.04% |
$37.9 - $47.3
|
15K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$9.19K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13- 0.04% |
$82.2 - $103
|
33.5K
$531K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 5.67% |
$126 - $158
|
333
$5.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$111
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-40- 50.0% |
$253 - $316
|
40
$634
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 4.55% |
$316 - $395
|
1.05K
$16.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.07% |
$316 - $395
|
73.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 1.11% |
$379 - $473
|
5.34K
$84.6K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-70- 0.01% |
$442 - $552
|
576K
$9.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 13.04% |
$474 - $592
|
500
$7.93K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-75- 0.04% |
$474 - $592
|
181K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-79- 9.89% |
$499 - $623
|
720
$11.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-79- 1.75% |
$499 - $623
|
4.43K
$70.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-86- 0.45% |
$544 - $679
|
19.1K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-93- 4.5% |
$588 - $734
|
1.97K
$31.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-100- 0.84% |
$632 - $789
|
11.8K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 13.33% |
$632 - $789
|
650
$10.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-100- 0.3% |
$632 - $789
|
33.4K
$530K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-132- 0.18% |
$834 - $1.04K
|
72.3K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-166- 45.36% |
$1.05K - $1.31K
|
200
$3.17K
|