Purchases and Sales Made in Q4 2024 in So Fi Technologies, Inc. (SOFI)

SOFI Quotes by TradingView

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 22, 2025 Q4 2024
Atticus Wealth Management, LLC

BUY
 -
400
New
$3.05K - $6.75K
400 $6.34K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
378
New
$2.88K - $6.38K
378 $5.99K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
378
+ 3.24%
$2.88K - $6.38K
12K $191K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
367
+ 6.82%
$2.8K - $6.19K
5.75K $91.1K
Feb 11, 2025 Q4 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
366
New
$2.79K - $6.18K
366 $5.8K
Feb 05, 2025 Q4 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
362
+ 1.9%
$2.76K - $6.11K
19.4K $307K
Jan 15, 2025 Q4 2024
Trust CO Of Vermont

BUY
 -
355
+ 89.42%
$2.71K - $5.99K
752 $11.9K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
300
New
$2.29K - $5.06K
300 $4.76K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
300
New
$2.29K - $5.06K
300 $4.76K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
300
New
$2.29K - $5.06K
300 $4.76K
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
293
+ 1.91%
$2.24K - $4.95K
15.6K $247K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
280
New
$2.14K - $4.73K
280 $4.44K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
279
+ 27.9%
$2.13K - $4.71K
1.28K $20.3K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
250
New
$1.91K - $4.22K
250 $3.96K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
247
+ 87.28%
$1.88K - $4.17K
530 $8.4K
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
240
+ 2000.0%
$1.83K - $4.05K
252 $3.99K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
238
New
$1.82K - $4.02K
238 $3.77K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
224
New
$1.71K - $3.78K
224 $3.55K
Jan 21, 2025 Q4 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
205
+ 0.52%
$1.56K - $3.46K
39.6K $627K
Feb 18, 2025 Q4 2024
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
200
New
$1.53K - $3.38K
200 $3.17K
Jan 24, 2025 Q4 2024
Kathleen S. Wright Associates Inc.

BUY
 -
200
New
$1.53K - $3.38K
200 $3.17K
Feb 04, 2025 Q4 2024
Cutter & CO Brokerage, Inc.

BUY
 -
200
+ 1.43%
$1.53K - $3.38K
14.2K $225K
Jan 29, 2025 Q4 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
200
+ 1.98%
$1.53K - $3.38K
10.3K $163K
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
181
+ 0.74%
$1.38K - $3.06K
24.7K $391K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
180
+ 1.5%
$1.37K - $3.04K
12.2K $193K
Jan 24, 2025 Q4 2024
Means Investment Co., Inc.

BUY
 -
168
+ 0.33%
$1.28K - $2.84K
51.1K $809K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
164
New
$1.25K - $2.77K
164 $2.6K
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
144
+ 7.96%
$1.1K - $2.43K
1.95K $30.9K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
133
New
$1.01K - $2.25K
133 $2.11K
Feb 04, 2025 Q4 2024
Miller Wealth Advisors, LLC

BUY
 -
100
New
$763 - $1.69K
100 $1.59K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
100
New
$763 - $1.69K
100 $1.59K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
100
+ 277.78%
$763 - $1.69K
136 $2.16K
Jan 10, 2025 Q4 2024
West Oak Capital, LLC

BUY
 -
100
New
$763 - $1.69K
100 $1.59K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
100
+ 10.78%
$763 - $1.69K
1.03K $16.3K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
100
+ 17.51%
$763 - $1.69K
671 $10.6K
Feb 13, 2025 Q4 2024
Covestor LTD

Boston, MA
BUY
 -
94
+ 8.37%
$717 - $1.59K
1.22K $19.3K
Apr 11, 2025 Q4 2024
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
93
New
$710 - $1.57K
93 $1.47K
Jan 14, 2025 Q4 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
89
+ 0.15%
$679 - $1.5K
60.3K $956K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
74
New
$565 - $1.25K
74 $1.17K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
70
New
$534 - $1.18K
70 $1.11K
Jan 21, 2025 Q4 2024
Archford Capital Strategies, LLC

BUY
 -
70
+ 0.21%
$534 - $1.18K
33.8K $535K
Jan 31, 2025 Q4 2024
High Mark Wealth Management LLC

BUY
 -
66
+ 8.2%
$504 - $1.11K
871 $13.8K
Mar 21, 2025 Q4 2024
Prostatis Group LLC

Hanover, MD
BUY
 -
61
+ 0.5%
$465 - $1.03K
12.3K $194K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
58
+ 25.89%
$443 - $979
282 $4.47K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
58
New
$443 - $979
58 $919
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
57
+ 1.61%
$435 - $962
3.61K $57.2K
Jan 29, 2025 Q4 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
54
+ 1080.0%
$412 - $912
59 $935
Jan 29, 2025 Q4 2024
Peterson Wealth Services

BUY
 -
54
New
$412 - $912
54 $856
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
51
+ 0.51%
$389 - $861
10.1K $160K

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