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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-173- 10.34% |
$1.09K - $1.36K
|
1.5K
$23.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 1.9% |
$1.26K - $1.58K
|
10.3K
$163K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-223- 0.88% |
$1.41K - $1.76K
|
25.2K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-242- 1.02% |
$1.53K - $1.91K
|
23.5K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-250- 0.48% |
$1.58K - $1.97K
|
52.3K
$829K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 12.69% |
$1.58K - $1.97K
|
1.72K
$27.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-253- 30.05% |
$1.6K - $2K
|
589
$9.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-297- 50.34% |
$1.88K - $2.34K
|
293
$4.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 1.11% |
$1.9K - $2.37K
|
26.6K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-436- 38.31% |
$2.76K - $3.44K
|
702
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-500- 2.67% |
$3.16K - $3.95K
|
18.2K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-500- 0.94% |
$3.16K - $3.95K
|
52.9K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-500- 4.39% |
$3.16K - $3.95K
|
10.9K
$173K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$4.76K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-516- 4.85% |
$3.26K - $4.07K
|
10.1K
$161K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 7.69% |
$3.79K - $4.73K
|
7.2K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-661- 15.93% |
$4.18K - $5.22K
|
3.49K
$55.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-717- 6.67% |
$4.53K - $5.66K
|
10K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$6.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-774- 32.44% |
$4.89K - $6.11K
|
1.61K
$25.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-909- 0.57% |
$5.74K - $7.17K
|
158K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-976- 5.53% |
$6.17K - $7.7K
|
16.7K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-997- 7.44% |
$6.3K - $7.87K
|
12.4K
$197K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$6.32K - $7.89K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 17.94% |
$7.65K - $9.55K
|
5.54K
$87.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.25K- 21.9% |
$7.88K - $9.84K
|
4.45K
$70.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.32K- 4.74% |
$8.33K - $10.4K
|
26.5K
$420K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.35K- 0.26% |
$8.54K - $10.7K
|
517K
$8.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$32.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.36K- 2.21% |
$8.58K - $10.7K
|
60K
$950K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 10.48% |
$8.83K - $11K
|
11.9K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 4.98% |
$9.95K - $12.4K
|
30K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.6K- 11.53% |
$10.1K - $12.6K
|
12.3K
$195K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.92K- 2.38% |
$12.1K - $15.2K
|
78.7K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.95K- 1.35% |
$12.3K - $15.4K
|
143K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.01K- 1.17% |
$12.7K - $15.9K
|
170K
$2.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.2KClosed |
$13.9K - $17.4K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-2.62K- 2.92% |
$16.6K - $20.7K
|
87K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.78K- 0.35% |
$17.5K - $21.9K
|
791K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3K- 9.74% |
$19K - $23.7K
|
27.8K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.04K- 5.27% |
$19.2K - $24K
|
54.7K
$866K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 7.29% |
$19.4K - $24.3K
|
39.1K
$620K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.15K- 7.36% |
$19.9K - $24.8K
|
39.6K
$628K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.16K- 2.03% |
$20K - $24.9K
|
152K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.19K- 99.07% |
$20.1K - $25.1K
|
30
$476
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.2K- 14.5% |
$20.2K - $25.2K
|
18.9K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.48K- 16.2% |
$22K - $27.5K
|
18K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$174K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.6K- 97.3% |
$22.7K - $28.4K
|
100
$1.59K
|