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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 99.74% |
$279K - $450K
|
64
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-21.3K- 2.53% |
$238K - $384K
|
819K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 29.74% |
$148K - $239K
|
31.3K
$740K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.6K- 4.18% |
$130K - $209K
|
266K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.49K- 16.11% |
$106K - $171K
|
49.4K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9K- 92.31% |
$101K - $162K
|
750
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.19K- 2.42% |
$91.6K - $148K
|
330K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.36K- 37.46% |
$82.3K - $133K
|
12.3K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-7K- 2.78% |
$78.3K - $126K
|
245K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 3.82% |
$66.9K - $108K
|
151K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.5K- 27.64% |
$61.5K - $99.2K
|
14.4K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.06K- 11.62% |
$56.6K - $91.3K
|
38.5K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.67K- 17.47% |
$52.2K - $84.2K
|
22.1K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.93K- 26.78% |
$44K - $70.9K
|
10.8K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.75K- 9.48% |
$42K - $67.7K
|
35.8K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.64K- 35.55% |
$40.7K - $65.6K
|
6.6K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 4.95% |
$39.1K - $63.1K
|
67.2K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 17.51% |
$33.1K - $53.3K
|
13.9K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 4.43% |
$30K - $48.4K
|
57.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 5.46% |
$23.5K - $37.9K
|
36.4K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.03K- 96.21% |
$22.7K - $36.6K
|
80
$1.89K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$20.8K - $33.5K
|
21.2K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.77K- 56.4% |
$19.8K - $31.9K
|
1.37K
$32.3K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 3.54% |
$19.2K - $30.9K
|
46.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-1.5K- 0.36% |
$16.8K - $27K
|
410K
$9.7M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.5K- 34.09% |
$16.8K - $27K
|
2.9K
$68.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.06K- 51.48% |
$11.9K - $19.1K
|
1K
$23.7K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 9.09% |
$11.2K - $18K
|
10K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 6.32% |
$11.2K - $18K
|
14.8K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1K- 33.33% |
$11.2K - $18K
|
2K
$47.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-500- 45.87% |
$5.59K - $9.02K
|
590
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-500- 8.87% |
$5.59K - $9.02K
|
5.13K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-490- 98.0% |
$5.48K - $8.83K
|
10
$237
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-355- 47.21% |
$3.97K - $6.4K
|
397
$9.39K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 0.76% |
$3.24K - $5.23K
|
38K
$900K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 1.69% |
$3.24K - $5.23K
|
16.9K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-100- 6.67% |
$1.12K - $1.8K
|
1.4K
$33.1K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-100- 73.53% |
$1.12K - $1.8K
|
36
$851
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-54- 91.53% |
$604 - $974
|
5
$118
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.34% |
$559 - $902
|
14.5K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 0.39% |
$492 - $793
|
11.2K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 52.63% |
$335 - $541
|
27
$639
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$280 - $451
|
25
$591
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16- 0.15% |
$179 - $288
|
10.3K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 2.78% |
$112 - $180
|
350
$8.28K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.41% |
$11.2 - $18
|
240
$5.68K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-945K- 70.99% |
$7.21M - $15.9M
|
386K
$9.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-587K- 45.95% |
$4.47M - $9.9M
|
690K
$16.3M
|
|