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
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
94+ 13.3% |
$893 - $1.71K
|
801
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
82New |
$779 - $1.49K
|
82
$1.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81+ 13.5% |
$770 - $1.48K
|
681
$16.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80+ 2.47% |
$760 - $1.46K
|
3.32K
$78.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
80+ 2.47% |
$760 - $1.46K
|
3.32K
$78.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 14.43% |
$684 - $1.31K
|
571
$13.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
72New |
$684 - $1.31K
|
72
$1.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
70+ 6.01% |
$665 - $1.27K
|
1.24K
$29.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
65+ 0.05% |
$618 - $1.18K
|
122K
$2.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
60+ 0.51% |
$570 - $1.09K
|
11.9K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
52+ 4.69% |
$494 - $947
|
1.16K
$27.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48+ 71.64% |
$456 - $874
|
115
$2.72K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47+ 235.0% |
$447 - $856
|
67
$1.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
44+ 0.2% |
$418 - $801
|
22K
$520K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
42New |
$399 - $765
|
42
$993
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$380 - $728
|
40
$946
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 4.04% |
$371 - $710
|
1.01K
$23.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38+ 0.86% |
$361 - $692
|
4.48K
$106K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 0.11% |
$342 - $656
|
33.2K
$785K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35+ 4.08% |
$333 - $637
|
893
$21.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 2.11% |
$323 - $619
|
1.65K
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 17.89% |
$323 - $619
|
224
$5.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
30+ 0.35% |
$285 - $546
|
8.59K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.88% |
$276 - $528
|
3.32K
$78.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
26New |
$247 - $473
|
26
$615
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
25New |
$238 - $455
|
25
$591
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 73.53% |
$238 - $455
|
59
$1.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23New |
$219 - $419
|
23
$544
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$219 - $419
|
23
$544
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20New |
$190 - $364
|
20
$473
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 9.17% |
$190 - $364
|
238
$5.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 19.79% |
$181 - $346
|
115
$2.72K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 1.39% |
$171 - $328
|
1.32K
$31.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14New |
$133 - $255
|
14
$331
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
13New |
$124 - $237
|
13
$307
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13+ 2.22% |
$124 - $237
|
599
$14.2K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12+ 5.71% |
$114 - $219
|
222
$5.25K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10+ 40.0% |
$95 - $182
|
35
$828
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8+ 0.0% |
$76 - $146
|
163K
$3.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 15.09% |
$76 - $146
|
61
$1.44K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 21.62% |
$76 - $146
|
45
$1.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 24.0% |
$57 - $109
|
31
$733
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 18.75% |
$28.5 - $54.6
|
19
$449
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
1+ 5.0% |
$9.5 - $18.2
|
21
$497
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 0.06% |
$57 - $109
|
10.1K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 6.54% |
$66.5 - $127
|
100
$2.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.07% |
$95 - $182
|
13.6K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-12- 63.16% |
$114 - $219
|
7
$166
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 8.47% |
$152 - $291
|
173
$4.09K
|