Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.02M- 97.49% |
$15.4M - $34.1M
|
52.1K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.59K+ 7.58% |
$42.7K - $94.4K
|
79.4K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.65K+ 9.86% |
$43.1K - $95.4K
|
63K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$95.3K - $211K
|
12.5K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.22KNew |
$9.31K - $20.6K
|
1.22K
$21.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
168+ 0.33% |
$1.28K - $2.84K
|
51.1K
$915K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.65K+ 15.45% |
$20.2K - $44.6K
|
19.8K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
67.8K+ 12.91% |
$517K - $1.14M
|
593K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
508+ 0.42% |
$3.88K - $8.58K
|
122K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-5.22K- 6.0% |
$39.8K - $88.1K
|
81.8K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
224New |
$1.71K - $3.78K
|
224
$4.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16.3K- 5.01% |
$124K - $275K
|
309K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.6K- 55.86% |
$172K - $381K
|
17.9K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
78.9KNew |
$602K - $1.33M
|
78.9K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.2KNew |
$131K - $291K
|
17.2K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.04% |
$198 - $439
|
72.3K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-396K- 54.52% |
$3.02M - $6.69M
|
331K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
100+ 277.78% |
$763 - $1.69K
|
136
$2.44K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.42K- 10.22% |
$41.4K - $91.5K
|
47.6K
$853K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
400New |
$3.05K - $6.75K
|
400
$7.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
13.7K+ 50.62% |
$104K - $231K
|
40.7K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.68K- 49.11% |
$51K - $113K
|
6.92K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.57K- 99.93% |
$73K - $162K
|
7
$125
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-81.1K- 10.78% |
$618K - $1.37M
|
671K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51+ 0.29% |
$389 - $861
|
17.5K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$104K - $229K
|
13.6K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-43- 0.25% |
$328 - $726
|
17.1K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-47.8K- 40.51% |
$365K - $807K
|
70.2K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 5.35% |
$15.6K - $34.6K
|
40.3K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.7KNew |
$89.3K - $197K
|
11.7K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 75.0% |
$2.29K - $5.06K
|
100
$1.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.6K+ 69.84% |
$104K - $229K
|
33.1K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.5KNew |
$11.4K - $25.3K
|
1.5K
$26.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
35+ 33.65% |
$267 - $591
|
139
$2.49K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.23KNew |
$62.8K - $139K
|
8.23K
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41.9KNew |
$320K - $708K
|
41.9K
$751K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176KNew |
$1.34M - $2.97M
|
176K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
800New |
$6.1K - $13.5K
|
800
$14.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-57.5K- 22.3% |
$439K - $970K
|
200K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.05K- 34.37% |
$46.2K - $102K
|
11.6K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 11.03% |
$114 - $253
|
151
$2.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 2.86% |
$76.3 - $169
|
360
$6.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
130KNew |
$991K - $2.19M
|
130K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 0.21% |
$534 - $1.18K
|
33.8K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
27+ 7.94% |
$206 - $456
|
367
$6.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-483- 2.35% |
$3.69K - $8.15K
|
20.1K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
205+ 0.52% |
$1.56K - $3.46K
|
39.6K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$116K - $257K
|
15.2K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 5.71% |
$1.53K - $3.38K
|
3.3K
$59.1K
|