Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
100
+ 0.52%
$484 - $823
19.3K $279K
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
100
New
$484 - $823
100 $1.45K
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
100
+ 25.0%
$484 - $823
500 $7.24K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
100
+ 35.46%
$484 - $823
382 $5.53K
Nov 03, 2022 Q3 2022
Paragon Wealth Strategies, LLC

BUY
 -
96
New
$465 - $790
96 $1.39K
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
90
+ 9.77%
$436 - $741
1.01K $14.6K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
77
+ 0.28%
$373 - $634
27.5K $398K
Oct 24, 2022 Q3 2022
Dfpg Investments, LLC

BUY
 -
71
+ 0.02%
$344 - $584
433K $6.27M
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
67
New
$324 - $551
67 $969
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
66
New
$319 - $543
66 $955
Nov 14, 2022 Q3 2022
American International Group, Inc.

New York, NY
BUY
 -
20
+ 0.24%
$96.8 - $165
8.34K $121K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
19
New
$92 - $156
19 $275
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
10
+ 1.38%
$48.4 - $82.3
735 $10.6K
Nov 08, 2022 Q3 2022
Matisse Capital

BUY
 -
5
+ 0.0%
$24.2 - $41.2
102K $1.47M
Nov 04, 2022 Q3 2022
Asset Management One Co., Ltd.

BUY
 -
3
+ 0.03%
$14.5 - $24.7
9.3K $135K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-14
- 1.74%
$67.8 - $115
791 $11.4K
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-24
- 17.91%
$116 - $198
110 $1.59K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-33
- 33.0%
$160 - $272
67 $969
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-75
- 62.5%
$363 - $617
45 $651
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

SELL
 -
-85
- 50.0%
$411 - $700
85 $1.23K
Oct 17, 2022 Q3 2022
Banque Cantonale Vaudoise

SELL
 -
-118
- 1.29%
$571 - $971
9K $130K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

SELL
 -
-124
- 1.04%
$600 - $1.02K
11.8K $171K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-156
Closed
$755 - $1.28K
0 $0
Nov 14, 2022 Q3 2022
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-200
- 17.86%
$968 - $1.65K
920 $13.3K
Oct 13, 2022 Q3 2022
Chiron Capital Management, LLC

SELL
 -
-290
- 1.53%
$1.4K - $2.39K
18.7K $270K
Jun 14, 2023 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-334
- 2.0%
$1.62K - $2.75K
16.4K $237K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

SELL
 -
-350
- 2.34%
$1.69K - $2.88K
14.6K $211K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-364
- 3.33%
$1.76K - $3K
10.6K $153K
May 10, 2024 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-395
- 2.36%
$1.91K - $3.25K
16.4K $237K
Nov 14, 2022 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-395
- 2.36%
$1.91K - $3.25K
16.4K $237K
Mar 22, 2023 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-395
- 2.36%
$1.91K - $3.25K
16.4K $237K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
SELL
 -
-500
- 0.37%
$2.42K - $4.12K
134K $1.94M
Nov 08, 2022 Q3 2022
Zions Bancorporation, N.A.

SELL
 -
-518
- 2.08%
$2.51K - $4.26K
24.3K $352K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

SELL
 -
-519
- 3.86%
$2.51K - $4.27K
12.9K $187K
Nov 14, 2022 Q3 2022
Stansberry Asset Management, LLC

New York, NY
SELL
 -
-519
- 0.65%
$2.51K - $4.27K
79.5K $1.15M
Oct 21, 2022 Q3 2022
Krs Capital Management, LLC

SELL
 -
-600
- 2.01%
$2.9K - $4.94K
29.3K $423K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-602
- 2.7%
$2.91K - $4.95K
21.7K $314K
Nov 15, 2022 Q3 2022
Burney CO

Reston, VA
SELL
 -
-620
- 2.92%
$3K - $5.1K
20.6K $298K
Nov 04, 2022 Q3 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-650
- 1.61%
$3.15K - $5.35K
39.8K $576K
Nov 08, 2022 Q3 2022
Pegasus Asset Management, Inc.

SELL
 -
-681
- 0.66%
$3.3K - $5.6K
103K $1.49M
Nov 09, 2022 Q3 2022
Performa LTD (Us), LLC

SELL
 -
-700
- 82.35%
$3.39K - $5.76K
150 $2.17K
Nov 01, 2022 Q3 2022
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

SELL
 -
-703
- 3.58%
$3.4K - $5.79K
18.9K $274K
Nov 10, 2022 Q3 2022
Elequin Capital LP

New York, NY
SELL
 -
-982
- 54.71%
$4.75K - $8.08K
813 $11.8K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

SELL
 -
-982
- 8.61%
$4.75K - $8.08K
10.4K $151K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

SELL
 -
-1K
- 40.82%
$4.84K - $8.23K
1.45K $21K
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-1K
- 5.93%
$4.84K - $8.23K
15.9K $229K
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-1.01K
- 83.46%
$4.88K - $8.3K
200 $2.89K
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1.01K
- 6.81%
$4.88K - $8.3K
13.8K $200K

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