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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 7.17% |
$17.1K - $32.8K
|
23.3K
$551K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.78K- 0.25% |
$16.9K - $32.4K
|
717K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.72K- 2.87% |
$16.3K - $31.2K
|
58K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 2.39% |
$16K - $30.7K
|
68.9K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.61K- 33.07% |
$15.3K - $29.3K
|
3.25K
$77K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.06% |
$15.2K - $29.2K
|
12.9K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$14.4K - $27.6K
|
11.6K
$275K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.37K- 7.11% |
$13K - $24.9K
|
17.9K
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 7.38% |
$12.4K - $23.9K
|
16.4K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.13K- 1.94% |
$10.7K - $20.6K
|
57.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 4.92% |
$10.7K - $20.4K
|
21.7K
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$10.2K - $19.6K
|
13.3K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 8.16% |
$9.59K - $18.4K
|
11.4K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-938- 1.37% |
$8.91K - $17.1K
|
67.5K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-816- 19.19% |
$7.75K - $14.9K
|
3.44K
$81.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-805- 2.38% |
$7.65K - $14.7K
|
33.1K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-795- 0.45% |
$7.55K - $14.5K
|
175K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-722- 3.27% |
$6.86K - $13.1K
|
21.4K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-692- 25.5% |
$6.57K - $12.6K
|
2.02K
$47.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-673- 45.78% |
$6.39K - $12.3K
|
797
$18.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-640- 7.89% |
$6.08K - $11.7K
|
7.47K
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-625- 1.06% |
$5.94K - $11.4K
|
58.4K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-623- 0.46% |
$5.92K - $11.3K
|
134K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-620- 1.12% |
$5.89K - $11.3K
|
54.7K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-598- 2.51% |
$5.68K - $10.9K
|
23.2K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-568- 3.11% |
$5.4K - $10.3K
|
17.7K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-550- 6.97% |
$5.23K - $10K
|
7.34K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$510K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-470- 0.98% |
$4.47K - $8.56K
|
47.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 20.43% |
$4.44K - $8.5K
|
1.82K
$43K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-451- 2.0% |
$4.28K - $8.21K
|
22.2K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-434- 2.96% |
$4.12K - $7.9K
|
14.2K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 2.91% |
$3.9K - $7.47K
|
13.7K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-401- 2.49% |
$3.81K - $7.3K
|
15.7K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.55% |
$3.8K - $7.28K
|
15.3K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 72.73% |
$3.8K - $7.28K
|
150
$3.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-345- 0.31% |
$3.28K - $6.28K
|
110K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-341- 0.58% |
$3.24K - $6.21K
|
58K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-302- 1.08% |
$2.87K - $5.5K
|
27.6K
$653K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$4.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$5.91K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-296- 0.64% |
$2.81K - $5.39K
|
46.1K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.06% |
$2.57K - $4.92K
|
429K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-252- 1.21% |
$2.39K - $4.59K
|
20.5K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$78K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 21.61% |
$2.38K - $4.55K
|
907
$21.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 31.61% |
$2.09K - $4.01K
|
476
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$51.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-210- 0.89% |
$2K - $3.82K
|
23.3K
$551K
|