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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126+ 0.9% |
$1.41K - $2.27K
|
14.1K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 2.78% |
$112 - $180
|
350
$5.87K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1K- 33.33% |
$11.2K - $18K
|
2K
$33.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 9.8% |
$33.1K - $53.4K
|
27.2K
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 73.3% |
$20.6K - $33.2K
|
4.35K
$72.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
215K+ 83.9% |
$2.4M - $3.87M
|
470K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
693+ 5.57% |
$7.75K - $12.5K
|
13.1K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
229KNew |
$2.56M - $4.13M
|
229K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
842+ 6.24% |
$9.41K - $15.2K
|
14.3K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11KNew |
$123K - $198K
|
11K
$184K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5K+ 2000.0% |
$55.9K - $90.2K
|
5.25K
$88K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 3.23% |
$33.5 - $54.1
|
96
$1.61K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-377- 91.06% |
$4.21K - $6.8K
|
37
$620
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
70.9KNew |
$793K - $1.28M
|
70.9K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 14.32% |
$321K - $517K
|
229K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
10KNew |
$112K - $180K
|
10K
$168K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.45K+ 11.43% |
$16.2K - $26.1K
|
14.1K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
80.3KNew |
$897K - $1.45M
|
80.3K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 8.99% |
$1.29K - $2.07K
|
1.39K
$23.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
26.2KNew |
$293K - $472K
|
26.2K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.6KNew |
$286K - $461K
|
25.6K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96.9KNew |
$1.08M - $1.75M
|
96.9K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.67K+ 109571.43% |
$85.8K - $138K
|
7.68K
$129K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.9K- 41.34% |
$144K - $232K
|
18.3K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
129K+ 308.76% |
$1.45M - $2.33M
|
171K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.34% |
$559 - $902
|
14.5K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
25New |
$280 - $451
|
25
$419
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 2.64% |
$335 - $541
|
1.17K
$19.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.49K+ 10.57% |
$16.7K - $26.9K
|
15.6K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 0.55% |
$335 - $541
|
5.46K
$91.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 19.36% |
$15.9K - $25.6K
|
8.75K
$147K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-90- 0.65% |
$1.01K - $1.62K
|
13.8K
$232K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-180- 37.04% |
$2.01K - $3.25K
|
306
$5.13K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 401.42% |
$12.7K - $20.4K
|
1.41K
$23.7K
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
2KNew |
$15.3K - $33.8K
|
2K
$33.5K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 22.52% |
$849K - $1.88M
|
383K
$6.42M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-42.2K- 3.92% |
$322K - $713K
|
1.03M
$17.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-9.83K- 11.61% |
$75K - $166K
|
74.8K
$1.25M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-124KClosed |
$948K - $2.1M
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9New |
$68.7 - $152
|
9
$151
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61+ 0.5% |
$465 - $1.03K
|
12.3K
$206K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
530New |
$4.04K - $8.95K
|
530
$8.89K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
28.4KNew |
$217K - $480K
|
28.4K
$477K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
53.3KNew |
$407K - $900K
|
53.3K
$894K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.47KNew |
$11.2K - $24.7K
|
1.47K
$24.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15K- 37.5% |
$114K - $253K
|
25K
$419K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 15.44% |
$18.9K - $41.7K
|
13.5K
$227K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
164New |
$1.25K - $2.77K
|
164
$2.75K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
160KNew |
$1.22M - $2.7M
|
160K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
550New |
$4.2K - $9.28K
|
550
$9.22K
|
|