Purchases and Sales Made in Q4 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-5.22K- 6.0% |
$39.8K - $88.1K
|
81.8K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.23K- 31.71% |
$39.9K - $88.2K
|
11.3K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-5.27K- 12.31% |
$40.2K - $88.9K
|
37.5K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.3K- 16.27% |
$40.5K - $89.5K
|
27.3K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.42K- 10.22% |
$41.4K - $91.5K
|
47.6K
$646K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.45K- 98.34% |
$41.6K - $92K
|
92
$1.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.05K- 34.37% |
$46.2K - $102K
|
11.6K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.1K- 16.45% |
$46.6K - $103K
|
31K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.28K- 3.33% |
$47.9K - $106K
|
182K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.4K- 20.34% |
$48.8K - $108K
|
25.1K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.5K- 27.45% |
$49.6K - $110K
|
17.2K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.68K- 49.11% |
$51K - $113K
|
6.92K
$94K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.89K- 99.48% |
$52.6K - $116K
|
36
$489
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.39K- 6.66% |
$56.4K - $125K
|
104K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 4.26% |
$62.4K - $138K
|
184K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 25.84% |
$64.3K - $142K
|
24.2K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.32K- 6.9% |
$71.1K - $157K
|
126K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.45K- 15.68% |
$72.1K - $160K
|
50.8K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.57K- 99.93% |
$73K - $162K
|
7
$95
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.58K- 32.15% |
$73.1K - $162K
|
20.2K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-9.78K- 23.7% |
$74.6K - $165K
|
31.5K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-9.96K- 27.91% |
$76K - $168K
|
25.7K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11K- 2.94% |
$83.9K - $186K
|
363K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-11.1K- 33.6% |
$84.7K - $187K
|
21.9K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 43.66% |
$84.7K - $187K
|
14.3K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.1K- 11.25% |
$84.7K - $187K
|
87.6K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 10.77% |
$85.6K - $189K
|
93K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13.5K- 2.82% |
$103K - $228K
|
466K
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13.6K- 41.33% |
$104K - $230K
|
19.3K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13.8K- 98.3% |
$105K - $233K
|
239
$3.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.9K- 18.5% |
$114K - $252K
|
65.6K
$891K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15K- 37.5% |
$114K - $253K
|
25K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16.3K- 5.01% |
$124K - $275K
|
309K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.6K- 5.4% |
$126K - $280K
|
290K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17.8K- 23.88% |
$136K - $300K
|
56.7K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.1K- 25.69% |
$138K - $306K
|
52.5K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-18.2K- 18.36% |
$139K - $307K
|
80.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.9K- 20.22% |
$145K - $320K
|
74.8K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.7K- 51.37% |
$150K - $333K
|
18.6K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20.2K- 43.1% |
$154K - $342K
|
26.7K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8K- 36.24% |
$166K - $368K
|
38.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-21.9K- 44.92% |
$167K - $369K
|
26.8K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.5K- 1.38% |
$171K - $379K
|
1.6M
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.6K- 55.86% |
$172K - $381K
|
17.9K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23.1K- 24.89% |
$176K - $390K
|
69.7K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6K- 35.16% |
$180K - $399K
|
43.6K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25K- 26.04% |
$191K - $422K
|
71K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-25K- 38.46% |
$191K - $422K
|
40K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-25K- 4.39% |
$191K - $422K
|
544K
$7.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-27.5K- 34.98% |
$210K - $465K
|
51.2K
$694K
|