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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.77K- 56.4% |
$19.8K - $31.9K
|
1.37K
$23.5K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 3.54% |
$19.2K - $30.9K
|
46.8K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-1.5K- 0.36% |
$16.8K - $27K
|
410K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.5K- 34.09% |
$16.8K - $27K
|
2.9K
$49.8K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 10.87% |
$15.7K - $25.3K
|
11.5K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 1.26% |
$14.4K - $23.3K
|
101K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 6.14% |
$13.3K - $21.5K
|
18.2K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.06% |
$13.2K - $21.4K
|
111K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 9.61% |
$13.1K - $21.1K
|
11K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.13K- 1.78% |
$12.6K - $20.3K
|
62K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 91.23% |
$12.4K - $20.1K
|
107
$1.84K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.06K- 51.48% |
$11.9K - $19.1K
|
1K
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 9.09% |
$11.2K - $18K
|
10K
$172K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 6.32% |
$11.2K - $18K
|
14.8K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1K- 33.33% |
$11.2K - $18K
|
2K
$34.4K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$11.2K - $18K
|
1
$17.2
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-960- 2.38% |
$10.7K - $17.3K
|
39.3K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-943- 48.31% |
$10.5K - $17K
|
1.01K
$17.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-917Closed |
$10.3K - $16.5K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-823- 3.28% |
$9.2K - $14.8K
|
24.2K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-812- 0.11% |
$9.08K - $14.6K
|
718K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-811- 14.46% |
$9.07K - $14.6K
|
4.8K
$82.4K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-795- 1.06% |
$8.89K - $14.3K
|
74.2K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-789- 0.63% |
$8.82K - $14.2K
|
125K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-775- 0.95% |
$8.66K - $14K
|
81K
$1.39M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-750- 9.15% |
$8.39K - $13.5K
|
7.45K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-689- 0.37% |
$7.7K - $12.4K
|
183K
$3.15M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-618- 1.02% |
$6.91K - $11.1K
|
59.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-600- 4.32% |
$6.71K - $10.8K
|
13.3K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-580- 0.26% |
$6.48K - $10.5K
|
224K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-500- 45.87% |
$5.59K - $9.02K
|
590
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-500- 8.87% |
$5.59K - $9.02K
|
5.13K
$88.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-490- 98.0% |
$5.48K - $8.83K
|
10
$172
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-377- 91.06% |
$4.21K - $6.8K
|
37
$636
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-355- 47.21% |
$3.97K - $6.4K
|
397
$6.82K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-300- 0.25% |
$3.35K - $5.41K
|
122K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 0.76% |
$3.24K - $5.23K
|
38K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 1.69% |
$3.24K - $5.23K
|
16.9K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-278- 0.1% |
$3.11K - $5.01K
|
277K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-232- 8.82% |
$2.59K - $4.18K
|
2.4K
$41.2K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-215- 0.68% |
$2.4K - $3.88K
|
31.6K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-192- 0.19% |
$2.15K - $3.46K
|
98.8K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-188- 49.74% |
$2.1K - $3.39K
|
190
$3.26K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-180- 37.04% |
$2.01K - $3.25K
|
306
$5.26K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-146- 0.85% |
$1.63K - $2.63K
|
17.1K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-100- 6.67% |
$1.12K - $1.8K
|
1.4K
$24.1K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-100- 73.53% |
$1.12K - $1.8K
|
36
$618
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-100- 0.89% |
$1.12K - $1.8K
|
11.2K
$192K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-90- 0.65% |
$1.01K - $1.62K
|
13.8K
$237K
|