Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale 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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-396K- 54.52% |
$3.02M - $6.69M
|
331K
$5.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-183K- 22.54% |
$1.4M - $3.1M
|
630K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-81.1K- 10.78% |
$618K - $1.37M
|
671K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-79.7K- 43.93% |
$608K - $1.34M
|
102K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-64.9K- 12.88% |
$495K - $1.1M
|
439K
$7.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-57.5K- 22.3% |
$439K - $970K
|
200K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55.8K- 98.94% |
$425K - $941K
|
600
$10.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-47.8K- 40.51% |
$365K - $807K
|
70.2K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-33K- 60.9% |
$252K - $558K
|
21.2K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-27.5K- 34.98% |
$210K - $465K
|
51.2K
$917K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.6K- 55.86% |
$172K - $381K
|
17.9K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.7K- 51.37% |
$150K - $333K
|
18.6K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16.3K- 5.01% |
$124K - $275K
|
309K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 43.66% |
$84.7K - $187K
|
14.3K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-9.96K- 27.91% |
$76K - $168K
|
25.7K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.57K- 99.93% |
$73K - $162K
|
7
$125
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.32K- 6.9% |
$71.1K - $157K
|
126K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.68K- 49.11% |
$51K - $113K
|
6.92K
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.05K- 34.37% |
$46.2K - $102K
|
11.6K
$207K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.45K- 98.34% |
$41.6K - $92K
|
92
$1.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.42K- 10.22% |
$41.4K - $91.5K
|
47.6K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-5.22K- 6.0% |
$39.8K - $88.1K
|
81.8K
$1.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-4.71K- 43.8% |
$35.9K - $79.4K
|
6.04K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.25K- 23.03% |
$32.4K - $71.7K
|
14.2K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.5K- 50.0% |
$19.1K - $42.2K
|
2.5K
$44.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.5K- 7.45% |
$19.1K - $42.2K
|
31K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.61K- 10.66% |
$12.3K - $27.2K
|
13.5K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.35K- 4.4% |
$10.3K - $22.7K
|
29.2K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
CALL |
-1K- 66.67% |
$7.63K - $16.9K
|
500
$8.96K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-786- 5.32% |
$6K - $13.3K
|
14K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-572- 2.56% |
$4.36K - $9.66K
|
21.8K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-500- 3.33% |
$3.82K - $8.44K
|
14.5K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-483- 2.35% |
$3.69K - $8.15K
|
20.1K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-415- 3.89% |
$3.17K - $7.01K
|
10.2K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-348- 13.78% |
$2.66K - $5.87K
|
2.18K
$39K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 75.0% |
$2.29K - $5.06K
|
100
$1.79K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 50.0% |
$1.91K - $4.22K
|
250
$4.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 5.71% |
$1.53K - $3.38K
|
3.3K
$59.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 0.97% |
$763 - $1.69K
|
10.2K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-43- 0.25% |
$328 - $726
|
17.1K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.25% |
$267 - $591
|
13.9K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-31- 0.24% |
$237 - $523
|
13.2K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.04% |
$198 - $439
|
72.3K
$1.3M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99M- 25.07% |
$25.2M - $32.7M
|
11.9M
$214M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.88M- 43.66% |
$24.5M - $31.8M
|
5.01M
$89.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.68M- 40.47% |
$23.3M - $30.1M
|
5.41M
$97M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.1M- 21.44% |
$19.6M - $25.4M
|
11.4M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.97M- 18.93% |
$18.8M - $24.3M
|
12.7M
$228M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.92M- 13.23% |
$12.2M - $15.8M
|
12.6M
$226M
|
|