Morgan Stanley So Fi Technologies, Inc. Transaction History

Morgan Stanley

$1.49 Trillion
Q2 2025

A detailed history of Morgan Stanley transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Morgan Stanley holds 13,696,769 shares of SOFI stock, worth $362 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,696,769

Previous 13,764,954 0.5%

Holding current value

$362 Million

Previous $160 Million 55.8%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$9.5 - $18.21 $647,757 - $1.24 Million	-68,185 Reduced 0.5%	13,696,769 $249 Million
Q1 2025 May 15, 2025	BUY	$11.18 - $18.03 $2.38 Million - $3.84 Million	212,788 Added 1.57%	13,764,954 $160 Million
Q4 2024 Feb 14, 2025	BUY	$7.63 - $16.88 $12.4 Million - $27.3 Million	1,619,565 Added 13.57%	13,552,166 $209 Million
Q3 2024 May 14, 2025	SELL	$6.32 - $8.19 $25.2 Million - $32.7 Million	-3,991,715 Reduced 25.07%	11,932,601 $93.8 Million
Q3 2024 Nov 14, 2024	SELL	$6.32 - $8.19 $25.2 Million - $32.7 Million	-3,991,715 Reduced 25.07%	11,932,601 $93.8 Million
Q2 2024 May 14, 2025	BUY	$6.32 - $7.89 $15 Million - $18.7 Million	2,372,150 Added 17.5%	15,924,316 $105 Million
Q2 2024 Oct 17, 2024	BUY	$6.32 - $7.89 $5.35 Million - $6.68 Million	847,234 Added 5.62%	15,924,316 $105 Million
Q2 2024 Aug 14, 2024	BUY	$6.32 - $7.89 $5.35 Million - $6.68 Million	847,234 Added 5.62%	15,924,316 $105 Million
Q1 2024 Oct 17, 2024	SELL	$6.92 - $9.65 $5.86 Million - $8.18 Million	-847,234 Reduced 5.32%	15,077,082 $110 Million
Q1 2024 Aug 16, 2024	BUY	$6.92 - $9.65 $29.8 Million - $41.5 Million	4,304,645 Added 39.96%	15,077,082 $110 Million
Q1 2024 May 15, 2024	BUY	$6.92 - $9.65 $29.8 Million - $41.5 Million	4,304,645 Added 39.96%	15,077,082 $110 Million
Q4 2023 Aug 16, 2024	SELL	$6.62 - $10.32 $34.1 Million - $53.2 Million	-5,151,879 Reduced 32.35%	10,772,437 $107 Million
Q4 2023 Feb 13, 2024	BUY	$6.62 - $10.32 $13 Million - $20.2 Million	1,957,692 Added 22.21%	10,772,437 $107 Million
Q3 2023 Nov 15, 2023	SELL	$7.4 - $11.45 $24.2 Million - $37.5 Million	-3,271,091 Reduced 27.07%	8,814,745 $70.4 Million
Q2 2023 Aug 14, 2023	BUY	$4.76 - $9.74 $26.7 Million - $54.6 Million	5,604,063 Added 86.46%	12,085,836 $101 Million
Q1 2023 May 15, 2023	BUY	$4.5 - $7.72 $1.51 Million - $2.59 Million	336,109 Added 5.47%	6,481,773 $39.3 Million
Q4 2022 Feb 14, 2023	SELL	$4.3 - $5.95 $3.73 Million - $5.16 Million	-866,472 Reduced 12.36%	6,145,664 $28.3 Million
Q3 2022 Nov 14, 2022	SELL	$4.84 - $8.23 $4.88 Million - $8.3 Million	-1,008,389 Reduced 12.57%	7,012,136 $34.2 Million
Q2 2022 Oct 27, 2022	BUY	$5.25 - $9.77 $2.71 Million - $5.04 Million	515,370 Added 6.87%	8,020,525 $42.3 Million
Q2 2022 Aug 15, 2022	BUY	$5.25 - $9.77 $2.71 Million - $5.04 Million	515,370 Added 6.87%	8,020,525 $42.3 Million
Q1 2022 Oct 27, 2022	SELL	$7.93 - $15.68 $4.09 Million - $8.08 Million	-515,370 Reduced 6.43%	7,505,155 $70.9 Million
Q1 2022 May 13, 2022	BUY	$7.93 - $15.68 $23.9 Million - $47.3 Million	3,015,078 Added 67.15%	7,505,155 $70.9 Million
Q4 2021 Feb 14, 2022	BUY	$14.27 - $23.29 $22.4 Million - $36.6 Million	1,573,151 Added 53.93%	4,490,077 $71 Million
Q3 2021 Nov 15, 2021	BUY	$13.75 - $18.25 $40.1 Million - $53.2 Million	2,916,926 New	2,916,926 $46.3 Million

Others Institutions Holding SOFI

# of Institutions

903

Shares Held

583M

Call Options Held

135M

Put Options Held

112M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $21.1B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

More about SOFI

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