Purchases and Sales Made in Q4 2024 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 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
Jan 15, 2025 Q4 2024
Trust CO Of Vermont

BUY
 -
355
+ 89.42%
$2.71K - $5.99K
752 $10.9K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
300
New
$2.29K - $5.06K
300 $4.34K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
300
New
$2.29K - $5.06K
300 $4.34K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
300
New
$2.29K - $5.06K
300 $4.34K
Feb 14, 2025 Q4 2024
Acorn Financial Advisory Services Inc

BUY
 -
298
+ 0.21%
$2.27K - $5.03K
141K $2.05M
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
293
+ 1.91%
$2.24K - $4.95K
15.6K $226K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
280
New
$2.14K - $4.73K
280 $4.05K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
279
+ 27.9%
$2.13K - $4.71K
1.28K $18.5K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
250
New
$1.91K - $4.22K
250 $3.62K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
247
+ 87.28%
$1.88K - $4.17K
530 $7.67K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
238
New
$1.82K - $4.02K
238 $3.44K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
224
New
$1.71K - $3.78K
224 $3.24K
Jan 21, 2025 Q4 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
205
+ 0.52%
$1.56K - $3.46K
39.6K $572K
Feb 18, 2025 Q4 2024
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
200
New
$1.53K - $3.38K
200 $2.89K
Jan 24, 2025 Q4 2024
Kathleen S. Wright Associates Inc.

BUY
 -
200
New
$1.53K - $3.38K
200 $2.89K
Jan 29, 2025 Q4 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
200
+ 1.98%
$1.53K - $3.38K
10.3K $149K
Feb 04, 2025 Q4 2024
Cutter & CO Brokerage, Inc.

BUY
 -
200
+ 1.43%
$1.53K - $3.38K
14.2K $205K
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
181
+ 0.74%
$1.38K - $3.06K
24.7K $357K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
180
+ 1.5%
$1.37K - $3.04K
12.2K $176K
Jan 24, 2025 Q4 2024
Means Investment Co., Inc.

BUY
 -
168
+ 0.33%
$1.28K - $2.84K
51.1K $739K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
164
New
$1.25K - $2.77K
164 $2.37K
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
144
+ 7.96%
$1.1K - $2.43K
1.95K $28.2K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
133
New
$1.01K - $2.25K
133 $1.92K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
100
+ 277.78%
$763 - $1.69K
136 $1.97K
Jan 10, 2025 Q4 2024
West Oak Capital, LLC

BUY
 -
100
New
$763 - $1.69K
100 $1.45K
Feb 04, 2025 Q4 2024
Miller Wealth Advisors, LLC

BUY
 -
100
New
$763 - $1.69K
100 $1.45K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
100
+ 10.78%
$763 - $1.69K
1.03K $14.9K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
100
+ 17.51%
$763 - $1.69K
671 $9.71K
Feb 13, 2025 Q4 2024
Covestor LTD

Boston, MA
BUY
 -
94
+ 8.37%
$717 - $1.59K
1.22K $17.6K
Jan 14, 2025 Q4 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
89
+ 0.15%
$679 - $1.5K
60.3K $873K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
74
New
$565 - $1.25K
74 $1.07K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
70
New
$534 - $1.18K
70 $1.01K
Jan 21, 2025 Q4 2024
Archford Capital Strategies, LLC

BUY
 -
70
+ 0.21%
$534 - $1.18K
33.8K $489K
Jan 31, 2025 Q4 2024
High Mark Wealth Management LLC

BUY
 -
66
+ 8.2%
$504 - $1.11K
871 $12.6K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
58
+ 25.89%
$443 - $979
282 $4.08K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
58
New
$443 - $979
58 $839
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
57
+ 1.61%
$435 - $962
3.61K $52.2K
Jan 29, 2025 Q4 2024
Peterson Wealth Services

BUY
 -
54
New
$412 - $912
54 $781
Jan 29, 2025 Q4 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
54
+ 1080.0%
$412 - $912
59 $854
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
51
+ 0.29%
$389 - $861
17.5K $253K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
51
+ 0.51%
$389 - $861
10.1K $146K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
50
New
$382 - $844
50 $724
Feb 07, 2025 Q4 2024
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
50
+ 7.43%
$382 - $844
723 $10.5K
Feb 14, 2025 Q4 2024
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
46
New
$351 - $776
46 $666
Feb 12, 2025 Q4 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
43
+ 72.88%
$328 - $726
102 $1.48K
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
42
+ 2.18%
$320 - $709
1.97K $28.4K
Feb 14, 2025 Q4 2024
Caitong International Asset Management Co., LTD

Hong Kong, K3
BUY
 -
39
New
$298 - $658
39 $564
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
36
New
$275 - $608
36 $521
Jan 22, 2025 Q4 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
35
+ 33.65%
$267 - $591
139 $2.01K

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