Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.6K- 10.17% |
$62.7K - $120K
|
58.3K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.87K+ 34.49% |
$46.3K - $88.7K
|
19K
$449K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.7KNew |
$102K - $195K
|
10.7K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
735+ 588.0% |
$6.98K - $13.4K
|
860
$20.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-17.2K- 32.02% |
$163K - $313K
|
36.5K
$864K
|
|
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.71K+ 31.32% |
$16.2K - $31.1K
|
7.17K
$169K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
275+ 3.32% |
$2.61K - $5.01K
|
8.56K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 564.29% |
$6K - $11.5K
|
744
$17.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
390+ 3.57% |
$3.71K - $7.1K
|
11.3K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
139KNew |
$1.32M - $2.53M
|
139K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
400New |
$3.8K - $7.28K
|
400
$9.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 0.11% |
$342 - $656
|
33.2K
$785K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 147.72% |
$61K - $117K
|
10.8K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
986New |
$9.37K - $18K
|
986
$23.3K
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.5KNew |
$128K - $246K
|
13.5K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
879+ 4.26% |
$8.35K - $16K
|
21.5K
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-250K- 55.5% |
$2.37M - $4.55M
|
200K
$4.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-252- 1.21% |
$2.39K - $4.59K
|
20.5K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
352KNew |
$3.35M - $6.41M
|
352K
$8.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.51K+ 25.4% |
$33.3K - $63.9K
|
17.3K
$409K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 0.75% |
$1.16K - $2.22K
|
16.3K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
10.3KNew |
$97.4K - $187K
|
10.3K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
864+ 0.19% |
$8.21K - $15.7K
|
447K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-673- 45.78% |
$6.39K - $12.3K
|
797
$18.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 2.91% |
$3.9K - $7.47K
|
13.7K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.55K+ 3.55% |
$52.7K - $101K
|
162K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
12.8K+ 17.98% |
$121K - $232K
|
83.7K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
32.9K+ 44.24% |
$313K - $599K
|
107K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 5.0% |
$1.9K - $3.64K
|
4.2K
$99.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
95K+ 97.96% |
$902K - $1.73M
|
192K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.59K+ 17.29% |
$24.6K - $47.1K
|
17.5K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.23K+ 25.83% |
$30.6K - $58.7K
|
15.7K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$107K - $206K
|
11.3K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$10.2K - $19.6K
|
13.3K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.9K- 47.33% |
$122K - $235K
|
14.3K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$105K - $202K
|
11.1K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 45.07% |
$304 - $583
|
39
$922
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 9.34% |
$1.25K - $2.4K
|
1.28K
$30.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 59.52% |
$1.19K - $2.28K
|
335
$7.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
180+ 58.82% |
$1.71K - $3.28K
|
486
$11.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21K+ 26.17% |
$200K - $382K
|
101K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.48K+ 62.54% |
$52K - $99.7K
|
14.2K
$337K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.1KNew |
$202K - $326K
|
18.1K
$428K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
40New |
$447 - $721
|
40
$946
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$470 - $757
|
42
$993
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$270K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.24K - $3.61K
|
200
$4.73K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.8K+ 7.53% |
$20.1K - $32.5K
|
25.7K
$608K
|
|