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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-640- 7.89% |
$6.08K - $11.7K
|
7.47K
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-625- 1.06% |
$5.94K - $11.4K
|
58.4K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-623- 0.46% |
$5.92K - $11.3K
|
134K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-620- 1.12% |
$5.89K - $11.3K
|
54.7K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-598- 2.51% |
$5.68K - $10.9K
|
23.2K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-568- 3.11% |
$5.4K - $10.3K
|
17.7K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-550- 6.97% |
$5.23K - $10K
|
7.34K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$510K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-470- 0.98% |
$4.47K - $8.56K
|
47.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 20.43% |
$4.44K - $8.5K
|
1.82K
$43K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-451- 2.0% |
$4.28K - $8.21K
|
22.2K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-434- 2.96% |
$4.12K - $7.9K
|
14.2K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 2.91% |
$3.9K - $7.47K
|
13.7K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-401- 2.49% |
$3.81K - $7.3K
|
15.7K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.55% |
$3.8K - $7.28K
|
15.3K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 72.73% |
$3.8K - $7.28K
|
150
$3.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-345- 0.31% |
$3.28K - $6.28K
|
110K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-341- 0.58% |
$3.24K - $6.21K
|
58K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-302- 1.08% |
$2.87K - $5.5K
|
27.6K
$653K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$4.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$5.91K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-296- 0.64% |
$2.81K - $5.39K
|
46.1K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.06% |
$2.57K - $4.92K
|
429K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-252- 1.21% |
$2.39K - $4.59K
|
20.5K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$78K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 21.61% |
$2.38K - $4.55K
|
907
$21.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 31.61% |
$2.09K - $4.01K
|
476
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$51.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-210- 0.89% |
$2K - $3.82K
|
23.3K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.06% |
$1.9K - $3.64K
|
18.7K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-175- 11.11% |
$1.66K - $3.19K
|
1.4K
$33.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-155- 0.64% |
$1.47K - $2.82K
|
24.1K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 9.34% |
$1.25K - $2.4K
|
1.28K
$30.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 0.79% |
$1.19K - $2.28K
|
15.8K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-119- 0.91% |
$1.13K - $2.17K
|
13K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 0.4% |
$1.08K - $2.08K
|
28.3K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 6.4% |
$1.05K - $2K
|
1.61K
$38.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-103- 46.4% |
$979 - $1.88K
|
119
$2.81K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.88% |
$950 - $1.82K
|
11.3K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-95- 28.11% |
$903 - $1.73K
|
243
$5.75K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-80- 0.73% |
$760 - $1.46K
|
10.9K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-64- 2.53% |
$608 - $1.17K
|
2.46K
$58.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-57- 0.14% |
$542 - $1.04K
|
39.3K
$929K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 45.07% |
$304 - $583
|
39
$922
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 0.07% |
$219 - $419
|
31.5K
$744K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-22- 0.03% |
$209 - $401
|
74.1K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 8.47% |
$152 - $291
|
173
$4.09K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-12- 63.16% |
$114 - $219
|
7
$166
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.07% |
$95 - $182
|
13.6K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 6.54% |
$66.5 - $127
|
100
$2.37K
|