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 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.01% |
$44.7 - $72.1
|
33.8K
$535K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 2.78% |
$112 - $180
|
350
$5.55K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-16- 0.15% |
$179 - $288
|
10.3K
$164K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 2.21% |
$179 - $288
|
707
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-17- 0.08% |
$190 - $307
|
22K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 8.79% |
$235 - $379
|
218
$3.46K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-21- 53.85% |
$235 - $379
|
18
$285
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$280 - $451
|
25
$396
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 0.55% |
$335 - $541
|
5.46K
$86.5K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 52.63% |
$335 - $541
|
27
$428
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-42- 17.65% |
$470 - $757
|
196
$3.11K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-43- 0.39% |
$481 - $775
|
10.9K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 0.39% |
$492 - $793
|
11.2K
$177K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-49- 0.12% |
$548 - $883
|
41.4K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.34% |
$559 - $902
|
14.5K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-54- 91.53% |
$604 - $974
|
5
$79.3
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-79- 0.6% |
$883 - $1.42K
|
13.1K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-90- 0.65% |
$1.01K - $1.62K
|
13.8K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-100- 0.89% |
$1.12K - $1.8K
|
11.2K
$177K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-100- 73.53% |
$1.12K - $1.8K
|
36
$571
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-146- 0.85% |
$1.63K - $2.63K
|
17.1K
$271K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-180- 37.04% |
$2.01K - $3.25K
|
306
$4.85K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-188- 49.74% |
$2.1K - $3.39K
|
190
$3.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-192- 0.19% |
$2.15K - $3.46K
|
98.8K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-215- 0.68% |
$2.4K - $3.88K
|
31.6K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-232- 8.82% |
$2.59K - $4.18K
|
2.4K
$38K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-278- 0.1% |
$3.11K - $5.01K
|
277K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 0.76% |
$3.24K - $5.23K
|
38K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-290- 1.69% |
$3.24K - $5.23K
|
16.9K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-300- 0.25% |
$3.35K - $5.41K
|
122K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-355- 47.21% |
$3.97K - $6.4K
|
397
$6.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-377- 91.06% |
$4.21K - $6.8K
|
37
$586
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-490- 98.0% |
$5.48K - $8.83K
|
10
$159
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-500- 8.87% |
$5.59K - $9.02K
|
5.13K
$81.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-500- 45.87% |
$5.59K - $9.02K
|
590
$9.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-580- 0.26% |
$6.48K - $10.5K
|
224K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-600- 4.32% |
$6.71K - $10.8K
|
13.3K
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-618- 1.02% |
$6.91K - $11.1K
|
59.7K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-689- 0.37% |
$7.7K - $12.4K
|
183K
$2.9M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-750- 9.15% |
$8.39K - $13.5K
|
7.45K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-775- 0.95% |
$8.66K - $14K
|
81K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-789- 0.63% |
$8.82K - $14.2K
|
125K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-795- 1.06% |
$8.89K - $14.3K
|
74.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-811- 14.46% |
$9.07K - $14.6K
|
4.8K
$76K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-812- 0.11% |
$9.08K - $14.6K
|
718K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-823- 3.28% |
$9.2K - $14.8K
|
24.2K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-917Closed |
$10.3K - $16.5K
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-933- 7.55% |
$10.4K - $16.8K
|
11.4K
$181K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-943- 48.31% |
$10.5K - $17K
|
1.01K
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-960- 2.38% |
$10.7K - $17.3K
|
39.3K
$624K
|