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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 401.42% |
$12.7K - $20.4K
|
1.41K
$22.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $19.7K
|
63.4K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.06K+ 106.1% |
$11.9K - $19.1K
|
2.06K
$32.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 33.33% |
$11.2K - $18K
|
4K
$63.4K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1K+ 16.67% |
$11.2K - $18K
|
7K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1K+ 4.27% |
$11.2K - $18K
|
24.4K
$387K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
925New |
$10.3K - $16.7K
|
925
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
858New |
$9.59K - $15.5K
|
858
$13.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
842+ 6.24% |
$9.41K - $15.2K
|
14.3K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
797+ 6.9% |
$8.91K - $14.4K
|
12.4K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
750+ 1.51% |
$8.39K - $13.5K
|
50.5K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
716+ 3.57% |
$8K - $12.9K
|
20.8K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
714New |
$7.98K - $12.9K
|
714
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
693+ 5.57% |
$7.75K - $12.5K
|
13.1K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
673+ 126.98% |
$7.52K - $12.1K
|
1.2K
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
660New |
$7.38K - $11.9K
|
660
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
640+ 38.88% |
$7.16K - $11.5K
|
2.29K
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
616+ 2.37% |
$6.89K - $11.1K
|
26.6K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
600+ 2.84% |
$6.71K - $10.8K
|
21.7K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
600New |
$6.71K - $10.8K
|
600
$9.51K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
586New |
$6.55K - $10.6K
|
586
$9.29K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
561+ 1.87% |
$6.27K - $10.1K
|
30.6K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
521+ 26.5% |
$5.82K - $9.39K
|
2.49K
$39.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
516+ 2.44% |
$5.77K - $9.3K
|
21.6K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
506+ 2.7% |
$5.66K - $9.12K
|
19.3K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
450+ 6.05% |
$5.03K - $8.11K
|
7.89K
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
450+ 1.45% |
$5.03K - $8.11K
|
31.5K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
440+ 220.0% |
$4.92K - $7.93K
|
640
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
428+ 1.08% |
$4.79K - $7.72K
|
40K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
407+ 0.52% |
$4.55K - $7.34K
|
78.7K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.64% |
$4.43K - $7.14K
|
24.6K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
369+ 2.25% |
$4.13K - $6.65K
|
16.8K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
362+ 0.31% |
$4.05K - $6.53K
|
118K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.36K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
338New |
$3.78K - $6.09K
|
338
$5.36K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
320+ 114.29% |
$3.58K - $5.77K
|
600
$9.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
310+ 2.28% |
$3.47K - $5.59K
|
13.9K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
301+ 1.93% |
$3.37K - $5.43K
|
15.9K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 150.0% |
$3.35K - $5.41K
|
500
$7.93K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 100.0% |
$3.35K - $5.41K
|
600
$9.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
286+ 69.76% |
$3.2K - $5.16K
|
696
$11K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 26.36% |
$3.03K - $4.89K
|
1.3K
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$2.92K - $4.71K
|
261
$4.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 7.58% |
$2.8K - $4.51K
|
3.55K
$56.3K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 0.54% |
$2.69K - $4.35K
|
45.1K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240New |
$2.68K - $4.33K
|
240
$3.8K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
238+ 27.32% |
$2.66K - $4.29K
|
1.11K
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
231+ 2.77% |
$2.58K - $4.16K
|
8.56K
$136K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210New |
$2.35K - $3.79K
|
210
$3.33K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
210+ 0.29% |
$2.35K - $3.79K
|
72.5K
$1.15M
|