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 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
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-22- 0.03% |
$209 - $401
|
74.1K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 0.07% |
$219 - $419
|
31.5K
$744K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 45.07% |
$304 - $583
|
39
$922
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-57- 0.14% |
$542 - $1.04K
|
39.3K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-64- 2.53% |
$608 - $1.17K
|
2.46K
$58.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-80- 0.73% |
$760 - $1.46K
|
10.9K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-95- 28.11% |
$903 - $1.73K
|
243
$5.75K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.88% |
$950 - $1.82K
|
11.3K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-103- 46.4% |
$979 - $1.88K
|
119
$2.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 6.4% |
$1.05K - $2K
|
1.61K
$38.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 0.4% |
$1.08K - $2.08K
|
28.3K
$669K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-119- 0.91% |
$1.13K - $2.17K
|
13K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 0.79% |
$1.19K - $2.28K
|
15.8K
$373K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 9.34% |
$1.25K - $2.4K
|
1.28K
$30.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-155- 0.64% |
$1.47K - $2.82K
|
24.1K
$570K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-175- 11.11% |
$1.66K - $3.19K
|
1.4K
$33.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.06% |
$1.9K - $3.64K
|
18.7K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-210- 0.89% |
$2K - $3.82K
|
23.3K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 8.84% |
$2.01K - $3.86K
|
2.19K
$51.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 31.61% |
$2.09K - $4.01K
|
476
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 21.61% |
$2.38K - $4.55K
|
907
$21.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 7.04% |
$2.38K - $4.55K
|
3.3K
$78K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-252- 1.21% |
$2.39K - $4.59K
|
20.5K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.06% |
$2.57K - $4.92K
|
429K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-296- 0.64% |
$2.81K - $5.39K
|
46.1K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 54.55% |
$2.85K - $5.46K
|
250
$5.91K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 60.0% |
$2.85K - $5.46K
|
200
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-302- 1.08% |
$2.87K - $5.5K
|
27.6K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-341- 0.58% |
$3.24K - $6.21K
|
58K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-345- 0.31% |
$3.28K - $6.28K
|
110K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 2.55% |
$3.8K - $7.28K
|
15.3K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 72.73% |
$3.8K - $7.28K
|
150
$3.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-401- 2.49% |
$3.81K - $7.3K
|
15.7K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 2.91% |
$3.9K - $7.47K
|
13.7K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-434- 2.96% |
$4.12K - $7.9K
|
14.2K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-451- 2.0% |
$4.28K - $8.21K
|
22.2K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 20.43% |
$4.44K - $8.5K
|
1.82K
$43K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-470- 0.98% |
$4.47K - $8.56K
|
47.7K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 2.27% |
$4.75K - $9.11K
|
21.6K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-550- 6.97% |
$5.23K - $10K
|
7.34K
$174K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-568- 3.11% |
$5.4K - $10.3K
|
17.7K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-598- 2.51% |
$5.68K - $10.9K
|
23.2K
$549K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-620- 1.12% |
$5.89K - $11.3K
|
54.7K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-623- 0.46% |
$5.92K - $11.3K
|
134K
$3.18M
|