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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-342- 50.67% |
$2.61K - $5.77K
|
333
$5.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 2.98% |
$2.48K - $5.49K
|
10.6K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 75.0% |
$2.29K - $5.06K
|
100
$1.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 13.33% |
$1.53K - $3.38K
|
1.3K
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 1.09% |
$1.14K - $2.53K
|
13.6K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 15.38% |
$763 - $1.69K
|
550
$9.45K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 0.97% |
$763 - $1.69K
|
10.2K
$176K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-406K- 53.53% |
$2.57M - $3.33M
|
353K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-260K- 45.71% |
$1.64M - $2.13M
|
309K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-119K- 7.15% |
$752K - $975K
|
1.55M
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50K- 50.0% |
$316K - $410K
|
50K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-27.3K- 51.88% |
$172K - $223K
|
25.3K
$435K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.1K- 32.47% |
$165K - $214K
|
54.2K
$931K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 3.93% |
$116K - $151K
|
449K
$7.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.7K- 21.68% |
$86.3K - $112K
|
49.3K
$848K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-12.4K- 53.7% |
$78.1K - $101K
|
10.7K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.52% |
$75.8K - $98.2K
|
328K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 30.26% |
$68.6K - $88.9K
|
25K
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-9.3K- 16.23% |
$58.8K - $76.2K
|
48K
$825K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.71K- 9.83% |
$42.4K - $55K
|
61.5K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-5K- 55.56% |
$31.6K - $41K
|
4K
$68.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4K- 10.01% |
$25.3K - $32.8K
|
36K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.93K- 27.84% |
$24.8K - $32.2K
|
10.2K
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3K- 2.07% |
$19K - $24.6K
|
142K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-3K- 20.65% |
$19K - $24.6K
|
11.5K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.21K- 51.03% |
$14K - $18.1K
|
2.12K
$36.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.66K- 84.14% |
$10.5K - $13.6K
|
313
$5.38K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.45K- 8.68% |
$9.16K - $11.9K
|
15.2K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.4K- 9.15% |
$8.85K - $11.5K
|
13.9K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 8.02% |
$7.3K - $9.46K
|
13.3K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-946- 7.29% |
$5.98K - $7.75K
|
12K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-620- 86.11% |
$3.92K - $5.08K
|
100
$1.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-375- 3.05% |
$2.37K - $3.07K
|
11.9K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-62- 0.61% |
$392 - $508
|
10.1K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-10- 1.74% |
$63.2 - $81.9
|
565
$9.71K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-856K- 74.0% |
$5.41M - $6.75M
|
301K
$5.17M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-400KClosed |
$2.53M - $3.16M
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-64.4K- 50.0% |
$407K - $508K
|
64.4K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-51.6K- 55.49% |
$326K - $407K
|
41.4K
$711K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.2KClosed |
$64.3K - $80.2K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 25.78% |
$27.3K - $34.1K
|
12.4K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.19K- 99.07% |
$20.1K - $25.1K
|
30
$515
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.2KClosed |
$13.9K - $17.4K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$34.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-997- 7.44% |
$6.3K - $7.87K
|
12.4K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$6.87K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$5.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 1.11% |
$1.9K - $2.37K
|
26.6K
$457K
|
|