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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.11KNew |
$16.1K - $35.6K
|
2.11K
$33.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 5.35% |
$15.6K - $34.6K
|
40.3K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$15.3K - $33.8K
|
2K
$31.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 2.94% |
$13.6K - $30.1K
|
62.3K
$988K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$51.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.74K+ 116.27% |
$13.3K - $29.4K
|
3.24K
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.74KNew |
$13.3K - $29.4K
|
1.74K
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.74K+ 7.81% |
$13.3K - $29.4K
|
24K
$381K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 40.34% |
$13K - $28.7K
|
5.93K
$93.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.96% |
$12.3K - $27.2K
|
42.4K
$672K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.59K+ 5.59% |
$12.1K - $26.8K
|
30K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.5K+ 13.67% |
$11.4K - $25.3K
|
12.4K
$197K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$23.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.44K+ 9.64% |
$11K - $24.4K
|
16.4K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.44K+ 1.27% |
$11K - $24.3K
|
114K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.4K+ 33.07% |
$10.7K - $23.6K
|
5.63K
$89.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.22KNew |
$9.31K - $20.6K
|
1.22K
$19.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 33.33% |
$8.39K - $18.6K
|
4.4K
$69.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.05K+ 1.68% |
$8.01K - $17.7K
|
63.7K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1K+ 13.89% |
$7.63K - $16.9K
|
8.2K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$15.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1K+ 8.0% |
$7.63K - $16.9K
|
13.5K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$15.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$7.63K - $16.9K
|
1K
$15.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
917New |
$7K - $15.5K
|
917
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
800New |
$6.1K - $13.5K
|
800
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
800New |
$6.1K - $13.5K
|
800
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
685+ 1.14% |
$5.23K - $11.6K
|
60.5K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
631+ 30.12% |
$4.81K - $10.7K
|
2.73K
$43.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
612+ 5.75% |
$4.67K - $10.3K
|
11.3K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
600+ 60.0% |
$4.58K - $10.1K
|
1.6K
$25.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
590+ 55.87% |
$4.5K - $9.96K
|
1.65K
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 2.69% |
$4.46K - $9.87K
|
22.3K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
581+ 2.62% |
$4.43K - $9.81K
|
22.7K
$360K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
550New |
$4.2K - $9.28K
|
550
$8.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
543+ 4.3% |
$4.14K - $9.17K
|
13.2K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
536+ 2.95% |
$4.09K - $9.05K
|
18.7K
$297K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
530New |
$4.04K - $8.95K
|
530
$8.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
508+ 0.42% |
$3.88K - $8.58K
|
122K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 7.14% |
$3.82K - $8.44K
|
7.5K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$3.82K - $8.44K
|
500
$7.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
493+ 131.47% |
$3.76K - $8.32K
|
868
$13.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
481New |
$3.67K - $8.12K
|
481
$7.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
477+ 1.87% |
$3.64K - $8.05K
|
25.9K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
473+ 1.1% |
$3.61K - $7.98K
|
43.4K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
450+ 900.0% |
$3.43K - $7.6K
|
500
$7.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
450+ 3.69% |
$3.43K - $7.6K
|
12.6K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
414New |
$3.16K - $6.99K
|
414
$6.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 4.89% |
$3.05K - $6.75K
|
8.59K
$136K
|