Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.61K- 26.97% |
$43.8K - $84K
|
12.5K
$295K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.58K- 20.78% |
$43.5K - $83.5K
|
17.5K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.09% |
$41.5K - $79.5K
|
11.2K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.32K- 20.1% |
$41K - $78.6K
|
17.2K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 17.45% |
$40.8K - $78.1K
|
20.3K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.12K- 96.37% |
$39.1K - $75K
|
155
$3.67K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.47K- 14.37% |
$32.9K - $63.1K
|
20.7K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.38K- 21.21% |
$32.1K - $61.5K
|
12.6K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.35K- 13.29% |
$31.8K - $61K
|
21.8K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3K- 17.86% |
$28.5K - $54.6K
|
13.8K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.86K- 3.9% |
$27.2K - $52.1K
|
70.5K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.62K- 15.62% |
$24.9K - $47.7K
|
14.2K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.42K- 0.82% |
$23K - $44K
|
294K
$6.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.4K- 7.1% |
$22.8K - $43.6K
|
31.4K
$742K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.32K- 32.35% |
$22K - $42.3K
|
4.85K
$115K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.28K- 19.99% |
$21.7K - $41.6K
|
9.14K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.25K- 0.74% |
$21.4K - $41K
|
304K
$7.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$21.4K - $41K
|
5.2K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 31.25% |
$21.4K - $40.9K
|
4.95K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.21K- 8.3% |
$20.9K - $40.2K
|
24.3K
$576K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.12K- 0.39% |
$20.1K - $38.6K
|
542K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.04K- 15.44% |
$19.4K - $37.1K
|
11.2K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2K- 7.41% |
$19K - $36.4K
|
25K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.98K- 2.0% |
$18.8K - $36K
|
96.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.86K- 1.16% |
$17.7K - $33.9K
|
159K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 7.17% |
$17.1K - $32.8K
|
23.3K
$551K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.78K- 0.25% |
$16.9K - $32.4K
|
717K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.77K- 24.47% |
$16.8K - $32.2K
|
5.47K
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.72K- 2.87% |
$16.3K - $31.2K
|
58K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 2.39% |
$16K - $30.7K
|
68.9K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.61K- 33.07% |
$15.3K - $29.3K
|
3.25K
$77K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.06% |
$15.2K - $29.2K
|
12.9K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$14.4K - $27.6K
|
11.6K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.46K- 6.54% |
$13.9K - $26.6K
|
20.8K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.37K- 7.11% |
$13K - $24.9K
|
17.9K
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 7.38% |
$12.4K - $23.9K
|
16.4K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.13K- 1.94% |
$10.7K - $20.6K
|
57.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 4.92% |
$10.7K - $20.4K
|
21.7K
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$10.2K - $19.6K
|
13.3K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 8.16% |
$9.59K - $18.4K
|
11.4K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-938- 1.37% |
$8.91K - $17.1K
|
67.5K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Prentice Capital Management, LP
Greenwich, CT |
SELL
|
- |
-829- 0.42% |
$7.88K - $15.1K
|
199K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-816- 19.19% |
$7.75K - $14.9K
|
3.44K
$81.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-805- 2.38% |
$7.65K - $14.7K
|
33.1K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-795- 0.45% |
$7.55K - $14.5K
|
175K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-726- 5.21% |
$6.9K - $13.2K
|
13.2K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-722- 3.27% |
$6.86K - $13.1K
|
21.4K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-692- 25.5% |
$6.57K - $12.6K
|
2.02K
$47.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-680- 4.49% |
$6.46K - $12.4K
|
14.5K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-673- 45.78% |
$6.39K - $12.3K
|
797
$18.8K
|