Purchases and Sales Made in Q4 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 Q4 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
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
2.11K
+ 5.95%
$9.06K - $12.5K
37.5K $543K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
2K
New
$8.6K - $11.9K
2K $28.9K
Jan 30, 2023 Q4 2022
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
2K
+ 50.0%
$8.6K - $11.9K
6K $86.8K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.95K
+ 76.52%
$8.39K - $11.6K
4.5K $65.2K
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
1.8K
+ 5.66%
$7.74K - $10.7K
33.6K $486K
Feb 14, 2023 Q4 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
1.79K
+ 1.41%
$7.68K - $10.6K
128K $1.86M
Feb 07, 2025 Q4 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
1.79K
+ 1.41%
$7.68K - $10.6K
128K $1.86M
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.73K
+ 7.48%
$7.42K - $10.3K
24.8K $359K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.5K
New
$6.45K - $8.93K
1.5K $21.7K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
1.35K
+ 3.89%
$5.8K - $8.03K
36.1K $522K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
1.3K
New
$5.57K - $7.71K
1.3K $18.7K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
1.2K
+ 126.32%
$5.16K - $7.14K
2.15K $31.1K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
1.18K
+ 9.96%
$5.07K - $7.01K
13K $188K
Jan 10, 2023 Q4 2022
Mc Guire Investment Group, LLC

BUY
 -
1.13K
+ 6.44%
$4.85K - $6.71K
18.7K $270K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.1K
New
$4.73K - $6.55K
1.1K $15.9K
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
1K
+ 1000.0%
$4.3K - $5.95K
1.1K $15.9K
Jan 12, 2023 Q4 2022
Yarbrough Capital, LLC

BUY
 -
1K
New
$4.3K - $5.95K
1K $14.5K
Feb 08, 2023 Q4 2022
Hudock, Inc.

BUY
 -
984
+ 2.59%
$4.23K - $5.85K
38.9K $563K
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
961
+ 41.39%
$4.13K - $5.72K
3.28K $47.5K
Feb 14, 2023 Q4 2022
Elkhorn Partners Limited Partnership

Omaha, NE
BUY
 -
800
+ 5.63%
$3.44K - $4.76K
15K $217K
Jan 20, 2023 Q4 2022
Bourgeon Capital Management LLC

BUY
 -
757
New
$3.26K - $4.5K
757 $11K
Feb 10, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
726
+ 0.91%
$3.12K - $4.32K
80.6K $1.17M
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
700
+ 4.27%
$3.01K - $4.17K
17.1K $247K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
655
+ 84.73%
$2.82K - $3.9K
1.43K $20.7K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
600
+ 895.52%
$2.58K - $3.57K
667 $9.65K
Feb 10, 2023 Q4 2022
Loomis Sayles & CO L P

BUY
 -
533
New
$2.29K - $3.17K
533 $7.71K
Jan 25, 2023 Q4 2022
Pegasus Asset Management, Inc.

BUY
 -
504
+ 0.49%
$2.17K - $3K
103K $1.5M
Jan 19, 2023 Q4 2022
Krs Capital Management, LLC

BUY
 -
495
+ 1.69%
$2.13K - $2.95K
29.7K $430K
Jan 17, 2023 Q4 2022
Exchange Traded Concepts, LLC

BUY
 -
489
+ 7.43%
$2.1K - $2.91K
7.07K $102K
Jan 31, 2023 Q4 2022
Investment Research & Advisory Group, Inc.

BUY
 -
448
New
$1.93K - $2.67K
448 $6.48K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
426
+ 3.75%
$1.83K - $2.53K
11.8K $171K
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

BUY
 -
400
+ 2.54%
$1.72K - $2.38K
16.2K $234K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
400
New
$1.72K - $2.38K
400 $5.79K
Jan 30, 2023 Q4 2022
Proficio Capital Partners LLC

Newton, MA
BUY
 -
396
+ 2.91%
$1.7K - $2.36K
14K $202K
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
365
+ 1.91%
$1.57K - $2.17K
19.5K $282K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
350
+ 0.49%
$1.51K - $2.08K
72K $1.04M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
342
+ 0.65%
$1.47K - $2.03K
53.3K $771K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
328
New
$1.41K - $1.95K
328 $4.75K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
314
+ 0.23%
$1.35K - $1.87K
134K $1.94M
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
300
New
$1.29K - $1.79K
300 $4.34K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
300
New
$1.29K - $1.79K
300 $4.34K
Mar 22, 2023 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
298
+ 1.82%
$1.28K - $1.77K
16.7K $241K
May 10, 2024 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
298
+ 1.82%
$1.28K - $1.77K
16.7K $241K
Feb 15, 2023 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
298
+ 1.82%
$1.28K - $1.77K
16.7K $241K
Feb 07, 2023 Q4 2022
Keystone Financial Group

BUY
 -
265
+ 1.16%
$1.14K - $1.58K
23.1K $335K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
258
+ 303.53%
$1.11K - $1.54K
343 $4.96K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
236
New
$1.01K - $1.4K
236 $3.41K
Jan 27, 2023 Q4 2022
Traynor Capital Management, Inc.

BUY
 -
225
+ 1.48%
$968 - $1.34K
15.5K $224K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
203
+ 9.75%
$873 - $1.21K
2.29K $33.1K

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