Purchases and Sales Made in Q4 2022 in So Fi Technologies, Inc. (SOFI)
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 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-425- 0.39% |
$1.83K - $2.53K
|
107K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 50.0% |
$2.15K - $2.98K
|
500
$7.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 3.06% |
$2.15K - $2.98K
|
15.8K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-500- 11.14% |
$2.15K - $2.98K
|
3.99K
$57.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-600- 11.35% |
$2.58K - $3.57K
|
4.69K
$67.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-719- 2.39% |
$3.09K - $4.28K
|
29.4K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-753- 2.89% |
$3.24K - $4.48K
|
25.3K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-763- 0.95% |
$3.28K - $4.54K
|
79.9K
$1.16M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-955- 20.9% |
$4.11K - $5.68K
|
3.62K
$52.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-963- 0.3% |
$4.14K - $5.73K
|
325K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.62% |
$4.97K - $6.88K
|
43K
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.47K- 11.41% |
$6.33K - $8.75K
|
11.4K
$165K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.77K- 5.19% |
$7.62K - $10.5K
|
32.3K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 1.87% |
$8.46K - $11.7K
|
103K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.06K- 2.3% |
$8.85K - $12.3K
|
87.3K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$9.52K - $13.2K
|
32.8K
$475K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.22K- 8.3% |
$9.55K - $13.2K
|
24.5K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.25K- 11.22% |
$9.68K - $13.4K
|
17.8K
$258K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.37K- 12.69% |
$10.2K - $14.1K
|
16.3K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 9.82% |
$10.8K - $14.9K
|
23K
$332K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.6K- 63.49% |
$11.2K - $15.5K
|
1.5K
$21.6K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.76K- 4.29% |
$11.9K - $16.4K
|
61.5K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.9K- 13.17% |
$12.5K - $17.3K
|
19.1K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.63K- 14.56% |
$15.6K - $21.6K
|
21.3K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.71K- 24.18% |
$15.9K - $22.1K
|
11.6K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.72K- 4.84% |
$16K - $22.1K
|
73.2K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.8K- 35.94% |
$16.3K - $22.6K
|
6.78K
$98K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.87K- 8.56% |
$16.7K - $23.1K
|
41.4K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.91K- 1.92% |
$16.8K - $23.3K
|
200K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
SELL
|
- |
-4.5K- 4.42% |
$19.4K - $26.8K
|
97.4K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.8K- 2.36% |
$20.6K - $28.6K
|
199K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.2K- 9.54% |
$22.3K - $30.9K
|
49.3K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.34K- 28.74% |
$23K - $31.8K
|
13.2K
$192K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5.39K- 32.89% |
$23.2K - $32K
|
11K
$159K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.51K- 72.83% |
$23.7K - $32.8K
|
2.06K
$29.8K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-5.73K- 32.0% |
$24.6K - $34.1K
|
12.2K
$176K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.89K- 17.66% |
$25.3K - $35.1K
|
27.5K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
SELL
|
- |
-6.74K- 26.31% |
$29K - $40.1K
|
18.9K
$273K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.74KClosed |
$29K - $40.1K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-6.97K- 4.3% |
$30K - $41.5K
|
155K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7K- 34.16% |
$30.1K - $41.7K
|
13.5K
$195K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7K- 15.51% |
$30.1K - $41.7K
|
38.1K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-7.5K- 9.25% |
$32.3K - $44.6K
|
73.6K
$1.06M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.51K- 14.42% |
$32.3K - $44.7K
|
44.6K
$645K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-8K- 91.43% |
$34.4K - $47.6K
|
750
$10.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-8.95K- 17.0% |
$38.5K - $53.3K
|
43.7K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-9.03K- 21.36% |
$38.8K - $53.7K
|
33.2K
$481K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-9.43K- 45.71% |
$40.5K - $56.1K
|
11.2K
$162K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.99K- 55.08% |
$43K - $59.5K
|
8.15K
$118K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10K- 19.59% |
$43K - $59.5K
|
41K
$594K
|