Purchases and Sales Made in Q2 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-726- 5.21% |
$6.9K - $13.2K
|
13.2K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-795- 0.45% |
$7.55K - $14.5K
|
175K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-805- 2.38% |
$7.65K - $14.7K
|
33.1K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-816- 19.19% |
$7.75K - $14.9K
|
3.44K
$81.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Prentice Capital Management, LP
Greenwich, CT |
SELL
|
- |
-829- 0.42% |
$7.88K - $15.1K
|
199K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-938- 1.37% |
$8.91K - $17.1K
|
67.5K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 8.16% |
$9.59K - $18.4K
|
11.4K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$10.2K - $19.6K
|
13.3K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 4.92% |
$10.7K - $20.4K
|
21.7K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.13K- 1.94% |
$10.7K - $20.6K
|
57.1K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 7.38% |
$12.4K - $23.9K
|
16.4K
$389K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.37K- 7.11% |
$13K - $24.9K
|
17.9K
$423K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.46K- 6.54% |
$13.9K - $26.6K
|
20.8K
$493K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$14.4K - $27.6K
|
11.6K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.06% |
$15.2K - $29.2K
|
12.9K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.61K- 33.07% |
$15.3K - $29.3K
|
3.25K
$77K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 2.39% |
$16K - $30.7K
|
68.9K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.72K- 2.87% |
$16.3K - $31.2K
|
58K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.77K- 24.47% |
$16.8K - $32.2K
|
5.47K
$129K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.78K- 0.25% |
$16.9K - $32.4K
|
717K
$16.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 7.17% |
$17.1K - $32.8K
|
23.3K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.86K- 1.16% |
$17.7K - $33.9K
|
159K
$3.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.98K- 2.0% |
$18.8K - $36K
|
96.8K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2K- 7.41% |
$19K - $36.4K
|
25K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.04K- 15.44% |
$19.4K - $37.1K
|
11.2K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.12K- 0.39% |
$20.1K - $38.6K
|
542K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.21K- 8.3% |
$20.9K - $40.2K
|
24.3K
$576K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 31.25% |
$21.4K - $40.9K
|
4.95K
$117K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$21.4K - $41K
|
5.2K
$123K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.25K- 0.74% |
$21.4K - $41K
|
304K
$7.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.4K- 7.1% |
$22.8K - $43.6K
|
31.4K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.42K- 0.82% |
$23K - $44K
|
294K
$6.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.62K- 15.62% |
$24.9K - $47.7K
|
14.2K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.86K- 3.9% |
$27.2K - $52.1K
|
70.5K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3K- 17.86% |
$28.5K - $54.6K
|
13.8K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.35K- 13.29% |
$31.8K - $61K
|
21.8K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.38K- 21.21% |
$32.1K - $61.5K
|
12.6K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.47K- 14.37% |
$32.9K - $63.1K
|
20.7K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.12K- 96.37% |
$39.1K - $75K
|
155
$3.67K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 17.45% |
$40.8K - $78.1K
|
20.3K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.32K- 20.1% |
$41K - $78.6K
|
17.2K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 28.09% |
$41.5K - $79.5K
|
11.2K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.61K- 26.97% |
$43.8K - $84K
|
12.5K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-4.77K- 32.62% |
$45.3K - $86.9K
|
9.86K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5K- 95.24% |
$47.5K - $91.1K
|
250
$5.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.01K- 32.65% |
$47.6K - $91.3K
|
10.3K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.02K- 11.84% |
$47.7K - $91.4K
|
37.4K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.03K- 3.6% |
$47.8K - $91.5K
|
135K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.55K- 22.91% |
$52.7K - $101K
|
18.7K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-5.74K- 7.08% |
$54.5K - $104K
|
75.3K
$1.78M
|