Purchases and Sales Made in Q2 2024 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 1.42% |
$7.45K - $9.3K
|
84.3K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.16K+ 4.87% |
$7.32K - $9.14K
|
24.9K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16KNew |
$7.31K - $9.13K
|
1.16K
$16.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11K+ 213.03% |
$7.03K - $8.77K
|
1.63K
$23.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$6.95K - $8.68K
|
1.1K
$15.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 105.98% |
$6.95K - $8.67K
|
2.14K
$30.9K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.1K+ 2.53% |
$6.93K - $8.65K
|
44.4K
$642K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$6.76K - $8.44K
|
1.07K
$15.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 262.5% |
$6.64K - $8.28K
|
1.45K
$21K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1K+ 7.77% |
$6.35K - $7.92K
|
13.9K
$202K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$14.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1K+ 7.39% |
$6.32K - $7.89K
|
14.5K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1K+ 9.09% |
$6.32K - $7.89K
|
12K
$174K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$14.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$6.32K - $7.89K
|
1K
$14.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 40.82% |
$6.32K - $7.89K
|
3.45K
$49.9K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 50.0% |
$6.32K - $7.89K
|
3K
$43.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
967+ 7.35% |
$6.11K - $7.63K
|
14.1K
$204K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
965New |
$6.1K - $7.61K
|
965
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
912+ 8.53% |
$5.76K - $7.2K
|
11.6K
$168K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
898+ 1.0% |
$5.68K - $7.09K
|
90.9K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
827+ 1.38% |
$5.23K - $6.53K
|
60.6K
$877K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$5.06K - $6.31K
|
800
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
799+ 0.47% |
$5.05K - $6.3K
|
170K
$2.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
762+ 1.63% |
$4.82K - $6.01K
|
47.5K
$687K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
750+ 6.98% |
$4.74K - $5.92K
|
11.5K
$166K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
750+ 7.06% |
$4.74K - $5.92K
|
11.4K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
720+ 7.18% |
$4.55K - $5.68K
|
10.8K
$156K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
575+ 1.4% |
$3.63K - $4.54K
|
41.7K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
546+ 0.31% |
$3.45K - $4.31K
|
177K
$2.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500+ 12.69% |
$3.16K - $3.95K
|
4.44K
$64.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
500New |
$3.16K - $3.95K
|
500
$7.24K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
486+ 0.47% |
$3.07K - $3.83K
|
103K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
450+ 4.5% |
$2.84K - $3.55K
|
10.5K
$151K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
360+ 98.63% |
$2.28K - $2.84K
|
725
$10.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
358+ 1.75% |
$2.26K - $2.82K
|
20.8K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
347+ 228.29% |
$2.19K - $2.74K
|
499
$7.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
290+ 128.89% |
$1.83K - $2.29K
|
515
$7.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
262+ 1.87% |
$1.66K - $2.07K
|
14.2K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
258+ 0.84% |
$1.63K - $2.04K
|
30.9K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 5.17% |
$1.58K - $1.97K
|
5.09K
$73.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$1.58K - $1.97K
|
250
$3.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 7.86% |
$1.57K - $1.96K
|
3.4K
$49.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
239New |
$1.51K - $1.89K
|
239
$3.46K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200+ 5.13% |
$1.26K - $1.58K
|
4.1K
$59.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 1.45% |
$1.26K - $1.58K
|
14K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
200+ 1.94% |
$1.26K - $1.58K
|
10.5K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 0.9% |
$1.06K - $1.33K
|
18.9K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
131+ 1.02% |
$828 - $1.03K
|
13K
$188K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
126+ 0.84% |
$796 - $994
|
15.1K
$218K
|