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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-10- 1.74% |
$63.2 - $81.9
|
565
$13.4K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-856K- 74.0% |
$5.41M - $6.75M
|
301K
$7.11M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-400KClosed |
$2.53M - $3.16M
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-64.4K- 50.0% |
$407K - $508K
|
64.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-51.6K- 55.49% |
$326K - $407K
|
41.4K
$979K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.2KClosed |
$64.3K - $80.2K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 25.78% |
$27.3K - $34.1K
|
12.4K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.5K- 24.14% |
$22.1K - $27.6K
|
11K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.36K- 40.08% |
$8.56K - $10.7K
|
2.03K
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-997- 7.44% |
$6.3K - $7.87K
|
12.4K
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-750- 65.22% |
$4.74K - $5.92K
|
400
$9.46K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-500- 62.5% |
$3.16K - $3.95K
|
300
$7.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-369- 82.37% |
$2.33K - $2.91K
|
79
$1.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 1.11% |
$1.9K - $2.37K
|
26.6K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-297- 50.34% |
$1.88K - $2.34K
|
293
$6.93K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-166- 45.36% |
$1.05K - $1.31K
|
200
$4.73K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 13.04% |
$474 - $592
|
500
$11.8K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-40- 50.0% |
$253 - $316
|
40
$946
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 83.33% |
$221 - $276
|
7
$166
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.69% |
$63.2 - $78.9
|
580
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6- 0.04% |
$37.9 - $47.3
|
15K
$355K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.89M- 66.36% |
$13.1M - $18.2M
|
956K
$22.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-393K- 95.64% |
$2.72M - $3.79M
|
17.9K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-151K- 4.66% |
$1.05M - $1.46M
|
3.09M
$73.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-121K- 80.93% |
$840K - $1.17M
|
28.6K
$676K
|
|
|
May 07, 2024
Q1 2024
|
Once Capital Management, LLC
|
SELL
|
- |
-100K- 28.57% |
$692K - $965K
|
250K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-25.3K- 66.63% |
$175K - $244K
|
12.7K
$300K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.3K- 37.14% |
$106K - $148K
|
25.9K
$614K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-13.8K- 17.04% |
$95.3K - $133K
|
67K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.8K- 67.54% |
$74.4K - $104K
|
5.17K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.8K- 10.5% |
$54K - $75.3K
|
66.5K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-5.51K- 12.56% |
$38.1K - $53.1K
|
38.3K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.83K- 20.19% |
$33.4K - $46.6K
|
19.1K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 9.59% |
$12.1K - $16.9K
|
16.5K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 5.13% |
$11K - $15.3K
|
29.3K
$693K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.43K- 5.39% |
$9.9K - $13.8K
|
25.1K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 2.85% |
$8.8K - $12.3K
|
43.4K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-636- 6.13% |
$4.4K - $6.14K
|
9.74K
$230K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-234- 92.13% |
$1.62K - $2.26K
|
20
$473
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
- |
-300K- 7.41% |
$1.99M - $3.1M
|
3.75M
$88.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-59.5K- 35.11% |
$394K - $614K
|
110K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-43K- 20.34% |
$285K - $444K
|
168K
$3.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30K- 42.86% |
$199K - $310K
|
40K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-25K- 45.45% |
$166K - $258K
|
30K
$710K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
CALL |
-18K- 78.26% |
$119K - $186K
|
5K
$118K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 32.69% |
$97.4K - $152K
|
30.3K
$716K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-7.82K- 24.11% |
$51.7K - $80.7K
|
24.6K
$582K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.19K- 35.62% |
$41K - $63.9K
|
11.2K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Riverwood Capital Management Ltd.
|
SELL
|
- |
-5.36K- 25.0% |
$35.5K - $55.3K
|
16.1K
$380K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.51K- 36.04% |
$9.98K - $15.6K
|
2.68K
$63.3K
|
|