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 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-30- 83.33% |
$222 - $344
|
6
$67.1
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-124K- 99.66% |
$592K - $1.21M
|
419
$4.68K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-60.3K- 23.05% |
$287K - $588K
|
201K
$2.25M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-21.2KClosed |
$101K - $207K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-20K- 15.66% |
$95.2K - $195K
|
108K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-17.2K- 37.97% |
$82K - $168K
|
28.1K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 45.76% |
$55.4K - $113K
|
13.8K
$154K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 8.76% |
$52.9K - $108K
|
116K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-7.46K- 1.49% |
$35.5K - $72.6K
|
493K
$5.51M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.28KClosed |
$20.4K - $41.7K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.85K- 24.28% |
$18.3K - $37.5K
|
12K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.34K- 57.97% |
$15.9K - $32.5K
|
2.42K
$27.1K
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.8K- 17.83% |
$13.3K - $27.3K
|
12.9K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-536- 2.18% |
$2.55K - $5.22K
|
24.1K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100Closed |
$476 - $974
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-808K- 55.01% |
$3.63M - $6.23M
|
660K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-807K- 89.79% |
$3.63M - $6.23M
|
91.8K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-257K- 71.0% |
$1.16M - $1.98M
|
105K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-197K- 4.02% |
$888K - $1.52M
|
4.71M
$52.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-31.3K- 42.47% |
$141K - $241K
|
42.3K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-7.23K- 40.14% |
$32.5K - $55.8K
|
10.8K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.12K- 18.78% |
$32K - $55K
|
30.8K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-4.6K- 10.52% |
$20.7K - $35.5K
|
39.1K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.25K- 96.53% |
$5.63K - $9.65K
|
45
$503
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.02K- 28.22% |
$4.59K - $7.87K
|
2.6K
$29K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-905- 5.64% |
$4.07K - $6.99K
|
15.1K
$169K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-795- 4.88% |
$3.58K - $6.14K
|
15.5K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-609- 4.04% |
$2.74K - $4.7K
|
14.5K
$162K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-300- 75.0% |
$1.35K - $2.32K
|
100
$1.12K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 96.15% |
$450 - $772
|
4
$44.7
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-70- 35.0% |
$315 - $540
|
130
$1.45K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-224K- 23.54% |
$962K - $1.33M
|
726K
$8.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-136K- 84.17% |
$586K - $811K
|
25.6K
$286K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123K- 86.47% |
$529K - $732K
|
19.3K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-73.7K- 87.63% |
$317K - $438K
|
10.4K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-57K- 7.06% |
$245K - $339K
|
750K
$8.39M
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.74KClosed |
$29K - $40.1K
|
0
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-5.73K- 32.0% |
$24.6K - $34.1K
|
12.2K
$136K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
PUT |
-2.5KClosed |
$10.8K - $14.9K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.22K- 8.3% |
$9.55K - $13.2K
|
24.5K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$9.52K - $13.2K
|
32.8K
$367K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 50.0% |
$2.15K - $2.98K
|
500
$5.59K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-420- 59.57% |
$1.81K - $2.5K
|
285
$3.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 0.63% |
$430 - $595
|
15.8K
$177K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-6.26M- 43.11% |
$30.3M - $51.5M
|
8.27M
$92.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Dcm International Vi, Ltd.
|
SELL
|
- |
-1.67M- 16.67% |
$8.1M - $13.8M
|
8.36M
$93.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45.7KClosed |
$221K - $376K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44.8KClosed |
$217K - $368K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-38K- 20.42% |
$184K - $313K
|
148K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-16.4K- 50.0% |
$79.4K - $135K
|
16.4K
$184K
|
|