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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.7K- 2.63% |
$177K - $340K
|
690K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-17.2K- 32.02% |
$163K - $313K
|
36.5K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.82% |
$162K - $311K
|
157K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
PUT |
-16.9K- 23.84% |
$160K - $307K
|
53.9K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16.1K- 36.04% |
$153K - $294K
|
28.6K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 15.8% |
$125K - $240K
|
70.2K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.9K- 47.33% |
$122K - $235K
|
14.3K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.9K- 2.8% |
$122K - $234K
|
446K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-12.3K- 40.85% |
$116K - $223K
|
17.7K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
CALL |
-11.9K- 33.71% |
$113K - $217K
|
23.4K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11.8K- 47.82% |
$113K - $216K
|
12.9K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.5K- 7.56% |
$109K - $209K
|
140K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.1K- 12.93% |
$95.8K - $184K
|
67.9K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.79K- 12.43% |
$93K - $178K
|
68.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-9.68K- 7.42% |
$92K - $176K
|
121K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 4.96% |
$87K - $167K
|
175K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.75K- 26.68% |
$83.1K - $159K
|
24K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.6K- 10.17% |
$62.7K - $120K
|
58.3K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.4K- 20.24% |
$60.8K - $117K
|
25.2K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.8K- 17.92% |
$55.1K - $106K
|
26.6K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.8K- 16.01% |
$55.1K - $106K
|
30.4K
$720K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-5.74K- 7.08% |
$54.5K - $104K
|
75.3K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.55K- 22.91% |
$52.7K - $101K
|
18.7K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.03K- 3.6% |
$47.8K - $91.5K
|
135K
$3.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.02K- 11.84% |
$47.7K - $91.4K
|
37.4K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.01K- 32.65% |
$47.6K - $91.3K
|
10.3K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5K- 95.24% |
$47.5K - $91.1K
|
250
$5.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-4.77K- 32.62% |
$45.3K - $86.9K
|
9.86K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.61K- 26.97% |
$43.8K - $84K
|
12.5K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.09% |
$41.5K - $79.5K
|
11.2K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.32K- 20.1% |
$41K - $78.6K
|
17.2K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 17.45% |
$40.8K - $78.1K
|
20.3K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.12K- 96.37% |
$39.1K - $75K
|
155
$3.67K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.47K- 14.37% |
$32.9K - $63.1K
|
20.7K
$489K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3K- 17.86% |
$28.5K - $54.6K
|
13.8K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.86K- 3.9% |
$27.2K - $52.1K
|
70.5K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.62K- 15.62% |
$24.9K - $47.7K
|
14.2K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.42K- 0.82% |
$23K - $44K
|
294K
$6.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.4K- 7.1% |
$22.8K - $43.6K
|
31.4K
$742K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.25K- 0.74% |
$21.4K - $41K
|
304K
$7.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$21.4K - $41K
|
5.2K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 31.25% |
$21.4K - $40.9K
|
4.95K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.21K- 8.3% |
$20.9K - $40.2K
|
24.3K
$576K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.12K- 0.39% |
$20.1K - $38.6K
|
542K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.04K- 15.44% |
$19.4K - $37.1K
|
11.2K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2K- 7.41% |
$19K - $36.4K
|
25K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.98K- 2.0% |
$18.8K - $36K
|
96.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.86K- 1.16% |
$17.7K - $33.9K
|
159K
$3.77M
|