Purchases and Sales Made in Q4 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
945New |
$6.26K - $9.75K
|
945
$14.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 8.25% |
$5.82K - $9.07K
|
11.5K
$179K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
868+ 0.2% |
$5.75K - $8.96K
|
435K
$6.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
800+ 4.46% |
$5.3K - $8.26K
|
18.7K
$290K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
800New |
$5.3K - $8.26K
|
800
$12.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
678+ 4.21% |
$4.49K - $7K
|
16.8K
$260K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
675New |
$4.47K - $6.97K
|
675
$10.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
673+ 139.92% |
$4.46K - $6.95K
|
1.15K
$17.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
655+ 4.32% |
$4.34K - $6.76K
|
15.8K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
654+ 49.62% |
$4.33K - $6.75K
|
1.97K
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
617+ 0.53% |
$4.08K - $6.37K
|
117K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
590New |
$3.91K - $6.09K
|
590
$9.14K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
501New |
$3.32K - $5.17K
|
501
$7.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$7.75K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500+ 38.61% |
$3.31K - $5.16K
|
1.8K
$27.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500+ 34.01% |
$3.31K - $5.16K
|
1.97K
$30.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$3.31K - $5.16K
|
500
$7.75K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
485+ 0.0% |
$3.21K - $5.01K
|
81.5M
$1.26B
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
443+ 12.07% |
$2.93K - $4.57K
|
4.11K
$63.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
440+ 205.61% |
$2.91K - $4.54K
|
654
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
424New |
$2.81K - $4.38K
|
424
$6.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
400+ 7.87% |
$2.65K - $4.13K
|
5.49K
$85K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
366New |
$2.42K - $3.78K
|
366
$5.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
334+ 106.37% |
$2.21K - $3.45K
|
648
$10K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
332+ 33200.0% |
$2.2K - $3.43K
|
333
$5.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
302+ 2.37% |
$2K - $3.12K
|
13.1K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
300New |
$1.99K - $3.1K
|
300
$4.65K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
300New |
$1.99K - $3.1K
|
300
$4.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
285+ 211.11% |
$1.89K - $2.94K
|
420
$6.51K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
283+ 345.12% |
$1.87K - $2.92K
|
365
$5.65K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
283+ 345.12% |
$1.87K - $2.92K
|
365
$5.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
271+ 0.83% |
$1.79K - $2.8K
|
32.7K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
260+ 54.17% |
$1.72K - $2.68K
|
740
$11.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
257+ 4.17% |
$1.7K - $2.65K
|
6.42K
$99.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
248+ 1.89% |
$1.64K - $2.56K
|
13.4K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
234+ 1170.0% |
$1.55K - $2.41K
|
254
$3.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
233+ 13.12% |
$1.54K - $2.4K
|
2.01K
$31.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
213+ 109.23% |
$1.41K - $2.2K
|
408
$6.32K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
200+ 0.4% |
$1.32K - $2.06K
|
50.8K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$1.32K - $2.06K
|
200
$3.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
185+ 0.38% |
$1.22K - $1.91K
|
48.5K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177+ 4.35% |
$1.17K - $1.83K
|
4.25K
$65.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
169+ 1.39% |
$1.12K - $1.74K
|
12.3K
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165New |
$1.09K - $1.7K
|
165
$2.56K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
165+ 4.1% |
$1.09K - $1.7K
|
4.19K
$64.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$993 - $1.55K
|
150
$2.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
150+ 2.13% |
$993 - $1.55K
|
7.21K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
129+ 1.16% |
$854 - $1.33K
|
11.2K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
123New |
$814 - $1.27K
|
123
$1.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
120New |
$794 - $1.24K
|
120
$1.86K
|