Purchases and Sales Made in Q4 2021 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 2021. 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 11, 2022 Q4 2021
State Of Wyoming

Cheyenne, WY
SELL
 -
-39
Closed
$557 - $908
0 $0
Feb 14, 2022 Q4 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-50
- 0.08%
$714 - $1.16K
60K $868K
Jan 25, 2022 Q4 2021
Gofen & Glossberg LLC

SELL
 -
-75
- 0.57%
$1.07K - $1.75K
13K $188K
Apr 24, 2024 Q4 2021
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-96
- 0.35%
$1.37K - $2.24K
27.1K $391K
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-141
- 81.03%
$2.01K - $3.28K
33 $478
Feb 07, 2022 Q4 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-440
- 22.45%
$6.28K - $10.2K
1.52K $22K
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

SELL
 -
-450
- 23.08%
$6.42K - $10.5K
1.5K $21.7K
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-454
Closed
$6.48K - $10.6K
0 $0
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

SELL
 -
-500
- 82.64%
$7.14K - $11.6K
105 $1.52K
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

SELL
 -
-500
Closed
$7.14K - $11.6K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-569
- 28.81%
$8.12K - $13.3K
1.41K $20.3K
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-600
Closed
$8.56K - $14K
0 $0
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-600
Closed
$8.56K - $14K
0 $0
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-630
Closed
$8.99K - $14.7K
0 $0
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-731
- 3.93%
$10.4K - $17K
17.9K $259K
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
SELL
 -
-1K
Closed
$14.3K - $23.3K
0 $0
Jan 25, 2022 Q4 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-1K
- 92.59%
$14.3K - $23.3K
80 $1.16K
Jan 24, 2022 Q4 2021
Cordasco Financial Network

SELL
 -
-1K
Closed
$14.3K - $23.3K
0 $0
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

SELL
 -
-1.03K
Closed
$14.6K - $23.9K
0 $0
Jan 12, 2022 Q4 2021
Kmg Fiduciary Partners, LLC

SELL
 -
-1.29K
- 10.42%
$18.4K - $30K
11.1K $161K
Jan 26, 2022 Q4 2021
180 Wealth Advisors, LLC

SELL
 -
-1.45K
- 9.48%
$20.7K - $33.8K
13.9K $200K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.54K
Closed
$22K - $35.9K
0 $0
Jan 14, 2022 Q4 2021
Edge Wealth Management LLC

SELL
 -
-2K
- 45.25%
$28.5K - $46.6K
2.42K $35K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-2K
Closed
$28.5K - $46.6K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-2.06K
Closed
$29.4K - $48K
0 $0
Feb 17, 2022 Q4 2021
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-2.8K
- 8.73%
$39.9K - $65.2K
29.3K $423K
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-2.92K
- 7.85%
$41.7K - $68K
34.3K $496K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.77K
- 6.63%
$53.7K - $87.7K
53K $768K
Feb 25, 2022 Q4 2021
Garde Capital, Inc.

Seattle, WA
SELL
 -
-3.96K
- 15.87%
$56.6K - $92.3K
21K $304K
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-4K
- 19.18%
$57.1K - $93.2K
16.9K $244K
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.38K
- 13.8%
$62.4K - $102K
27.3K $396K
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.38K
- 13.8%
$62.4K - $102K
27.3K $396K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-4.9K
- 34.2%
$69.9K - $114K
9.43K $136K
Mar 14, 2022 Q4 2021
Exos Asset Management LLC

New York, NY
SELL
 -
-5.33K
- 37.72%
$76.1K - $124K
8.8K $127K
Feb 14, 2022 Q4 2021
Prelude Capital Management, LLC

New York, NY
SELL
 -
-5.36K
- 13.98%
$76.5K - $125K
33K $477K
Jan 26, 2022 Q4 2021
Center Star Asset Management, LLC

SELL
 -
-6.42K
Closed
$91.6K - $150K
0 $0
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-6.54K
- 41.03%
$93.4K - $152K
9.41K $136K
Feb 16, 2022 Q4 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-8.39K
- 34.12%
$120K - $195K
16.2K $234K
Feb 01, 2022 Q4 2021
Avestar Capital, LLC

SELL
 -
-8.95K
- 10.7%
$128K - $208K
74.7K $1.08M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-9.16K
- 38.05%
$131K - $213K
14.9K $216K
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-9.26K
- 72.35%
$132K - $216K
3.54K $51.2K
Feb 10, 2022 Q4 2021
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-9.52K
- 7.21%
$136K - $222K
122K $1.77M
Feb 07, 2022 Q4 2021
Parsons Capital Management Inc

SELL
 -
-10K
Closed
$143K - $233K
0 $0
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

SELL
 -
-10K
Closed
$143K - $234K
0 $0
Feb 14, 2022 Q4 2021
Man Group PLC

London, X0
SELL
 -
-10.5K
Closed
$150K - $245K
0 $0
Feb 14, 2022 Q4 2021
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-10.6K
- 68.4%
$152K - $248K
4.91K $71K
Feb 14, 2022 Q4 2021
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-12K
- 32.16%
$172K - $280K
25.4K $367K
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-12.7K
Closed
$182K - $297K
0 $0
Jan 27, 2022 Q4 2021
Emfo, LLC

SELL
 -
-15K
Closed
$214K - $349K
0 $0

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