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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 3.54% |
$252 - $557
|
966
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
32New |
$244 - $540
|
32
$434
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 111.11% |
$229 - $506
|
57
$773
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
27+ 27.0% |
$206 - $456
|
127
$1.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27New |
$206 - $456
|
27
$366
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
27+ 7.94% |
$206 - $456
|
367
$4.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.77% |
$198 - $439
|
410
$5.56K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.59% |
$153 - $338
|
3.41K
$46.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 11.03% |
$114 - $253
|
151
$2.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 2.86% |
$76.3 - $169
|
360
$4.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$61 - $135
|
8
$109
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$45.8 - $101
|
6
$81.4
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$38.2 - $84.4
|
5
$67.9
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$22.9 - $50.6
|
2.51K
$34K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$15.3 - $33.8
|
2
$27.1
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1- -0.0% |
$7.63 - $16.9
|
576K
$7.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.25% |
$22.9 - $50.6
|
1.2K
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 5.12% |
$99.2 - $219
|
241
$3.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.06% |
$153 - $338
|
31.4K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.04% |
$198 - $439
|
72.3K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-31- 0.24% |
$237 - $523
|
13.2K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.25% |
$267 - $591
|
13.9K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-43- 0.25% |
$328 - $726
|
17.1K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-50- 0.51% |
$382 - $844
|
9.72K
$132K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 0.97% |
$763 - $1.69K
|
10.2K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 15.38% |
$763 - $1.69K
|
550
$7.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-134- 0.95% |
$1.02K - $2.26K
|
13.9K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-141- 0.75% |
$1.08K - $2.38K
|
18.8K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 1.09% |
$1.14K - $2.53K
|
13.6K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-173- 0.49% |
$1.32K - $2.92K
|
35K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-175- 2.06% |
$1.34K - $2.95K
|
8.33K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 13.33% |
$1.53K - $3.38K
|
1.3K
$17.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 5.71% |
$1.53K - $3.38K
|
3.3K
$44.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 3.13% |
$1.81K - $4K
|
7.33K
$99.5K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 50.0% |
$1.91K - $4.22K
|
250
$3.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-292- 4.95% |
$2.23K - $4.93K
|
5.61K
$76.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 75.0% |
$2.29K - $5.06K
|
100
$1.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 0.42% |
$2.29K - $5.06K
|
71.7K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-300- 1.86% |
$2.29K - $5.06K
|
15.8K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 2.98% |
$2.48K - $5.49K
|
10.6K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-342- 50.67% |
$2.61K - $5.77K
|
333
$4.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-348- 13.78% |
$2.66K - $5.87K
|
2.18K
$29.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-352- 9.68% |
$2.69K - $5.94K
|
3.29K
$44.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 12.89% |
$2.97K - $6.57K
|
2.63K
$35.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-415- 3.89% |
$3.17K - $7.01K
|
10.2K
$139K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-483- 2.35% |
$3.69K - $8.15K
|
20.1K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-500- 3.33% |
$3.82K - $8.44K
|
14.5K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-533- 3.01% |
$4.07K - $9K
|
17.2K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-572- 2.56% |
$4.36K - $9.66K
|
21.8K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-573- 1.26% |
$4.37K - $9.67K
|
44.9K
$609K
|