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 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-613- 15.02% |
$4.68K - $10.3K
|
3.47K
$47.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 12.03% |
$5.28K - $11.7K
|
5.06K
$68.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-786- 5.32% |
$6K - $13.3K
|
14K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-788- 2.76% |
$6.01K - $13.3K
|
27.8K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-840- 75.0% |
$6.41K - $14.2K
|
280
$3.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.12K- 10.06% |
$8.56K - $18.9K
|
10K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 11.71% |
$9.1K - $20.1K
|
8.99K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.26K- 10.87% |
$9.62K - $21.3K
|
10.3K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.33K- 4.29% |
$10.2K - $22.5K
|
29.8K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.35K- 4.4% |
$10.3K - $22.7K
|
29.2K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.46K- 16.37% |
$11.1K - $24.6K
|
7.44K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.46K- 2.13% |
$11.1K - $24.6K
|
66.9K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.6K- 8.71% |
$12.2K - $27K
|
16.8K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.61K- 10.66% |
$12.3K - $27.2K
|
13.5K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.63K- 3.26% |
$12.5K - $27.5K
|
48.5K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.64K- 11.79% |
$12.5K - $27.6K
|
12.2K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.66K- 0.17% |
$12.7K - $28K
|
951K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.68K- 10.81% |
$12.8K - $28.3K
|
13.8K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.71K- 1.94% |
$13.1K - $28.9K
|
86.7K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 15.63% |
$14.4K - $31.8K
|
10.2K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.97K- 0.41% |
$15.1K - $33.3K
|
477K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-2K- 40.0% |
$15.3K - $33.8K
|
3K
$40.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.11K- 28.74% |
$16.1K - $35.6K
|
5.23K
$71K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 44.01% |
$17.1K - $37.8K
|
2.85K
$38.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.35K- 5.87% |
$17.9K - $39.6K
|
37.6K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.44K- 13.99% |
$18.6K - $41.2K
|
15K
$204K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 15.44% |
$18.9K - $41.7K
|
13.5K
$184K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.5K- 7.45% |
$19.1K - $42.2K
|
31K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.5K- 50.0% |
$19.1K - $42.2K
|
2.5K
$33.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.58K- 84.52% |
$19.7K - $43.5K
|
472
$6.41K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.6K- 4.96% |
$19.8K - $43.9K
|
49.8K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.69K- 2.56% |
$20.5K - $45.3K
|
102K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.8K- 11.74% |
$21.4K - $47.3K
|
21.1K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.88K- 10.74% |
$22K - $48.6K
|
23.9K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.93K- 1.04% |
$22.3K - $49.4K
|
278K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.23K- 1.38% |
$24.6K - $54.5K
|
231K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.38K- 23.68% |
$25.8K - $57.1K
|
10.9K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.47K- 21.23% |
$26.4K - $58.5K
|
12.9K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-3.53K- 53.27% |
$26.9K - $59.6K
|
3.1K
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.76K- 10.56% |
$28.7K - $63.5K
|
31.8K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.88K- 7.66% |
$29.6K - $65.4K
|
46.7K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.93K- 44.34% |
$30K - $66.3K
|
4.93K
$66.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.25K- 23.03% |
$32.4K - $71.7K
|
14.2K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-4.45K- 17.42% |
$34K - $75.1K
|
21.1K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-4.56K- 59.26% |
$34.8K - $76.9K
|
3.13K
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.64K- 86.89% |
$35.4K - $78.3K
|
700
$9.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.65K- 35.22% |
$35.5K - $78.5K
|
8.56K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.69K- 17.67% |
$35.8K - $79.1K
|
21.8K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.7K- 3.55% |
$35.9K - $79.3K
|
128K
$1.73M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-4.71K- 43.8% |
$35.9K - $79.4K
|
6.04K
$81.9K
|