Purchases and Sales Made in Q1 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2025. The information is specifically focused on institutions that hold shares of SoFi Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$11.2K - $18K
|
1
$15.9
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 6.32% |
$11.2K - $18K
|
14.8K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1K- 33.33% |
$11.2K - $18K
|
2K
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 9.09% |
$11.2K - $18K
|
10K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.06K- 51.48% |
$11.9K - $19.1K
|
1K
$15.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 91.23% |
$12.4K - $20.1K
|
107
$1.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.13K- 1.78% |
$12.6K - $20.3K
|
62K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 9.61% |
$13.1K - $21.1K
|
11K
$175K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.06% |
$13.2K - $21.4K
|
111K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 6.14% |
$13.3K - $21.5K
|
18.2K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 1.26% |
$14.4K - $23.3K
|
101K
$1.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 10.87% |
$15.7K - $25.3K
|
11.5K
$182K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.5K- 34.09% |
$16.8K - $27K
|
2.9K
$46K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 3.54% |
$19.2K - $30.9K
|
46.8K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.77K- 56.4% |
$19.8K - $31.9K
|
1.37K
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$20.8K - $33.5K
|
21.2K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-2K- 14.29% |
$22.4K - $36.1K
|
12K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.03K- 96.21% |
$22.7K - $36.6K
|
80
$1.27K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.1K- 5.46% |
$23.5K - $37.9K
|
36.4K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15K- 2.66% |
$24.1K - $38.8K
|
78.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.48K- 10.09% |
$27.7K - $44.7K
|
22.1K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.57K- 8.28% |
$28.7K - $46.2K
|
28.4K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 4.43% |
$30K - $48.4K
|
57.9K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.71K- 5.32% |
$30.3K - $48.9K
|
48.3K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 17.51% |
$33.1K - $53.3K
|
13.9K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 9.8% |
$33.1K - $53.4K
|
27.2K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.97K- 0.96% |
$33.2K - $53.5K
|
306K
$4.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 4.95% |
$39.1K - $63.1K
|
67.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.53K- 10.53% |
$39.4K - $63.6K
|
30K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.55K- 0.62% |
$39.7K - $64K
|
572K
$9.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.64K- 35.55% |
$40.7K - $65.6K
|
6.6K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.75K- 9.48% |
$42K - $67.7K
|
35.8K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.09% |
$42.4K - $68.3K
|
16.1K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-3.88K- 5.8% |
$43.4K - $70K
|
63K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.9K- 7.48% |
$43.6K - $70.3K
|
48.2K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.93K- 26.78% |
$44K - $70.9K
|
10.8K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.98K- 46.5% |
$44.5K - $71.8K
|
4.58K
$72.6K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-4.66K- 24.14% |
$52.1K - $84.1K
|
14.7K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.67K- 17.47% |
$52.2K - $84.2K
|
22.1K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 52.71% |
$53K - $85.4K
|
4.25K
$67.4K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.97K- 8.96% |
$55.6K - $89.7K
|
50.6K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.98K- 21.92% |
$55.7K - $89.9K
|
17.8K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5K- 14.29% |
$55.9K - $90.2K
|
30K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.06K- 11.62% |
$56.6K - $91.3K
|
38.5K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.3K- 7.55% |
$59.3K - $95.6K
|
64.9K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.32K- 29.78% |
$59.4K - $95.8K
|
12.5K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.38K- 13.7% |
$60.1K - $96.9K
|
33.9K
$537K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.41K- 8.9% |
$60.5K - $97.5K
|
55.4K
$878K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.5K- 19.8% |
$61.5K - $99.2K
|
22.3K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.5K- 27.64% |
$61.5K - $99.2K
|
14.4K
$228K
|