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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 8.88% |
$332K - $734K
|
446K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-43.3K- 59.32% |
$330K - $731K
|
29.7K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-40.2K- 28.87% |
$307K - $678K
|
99K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-39.5K- 3.16% |
$301K - $667K
|
1.21M
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-34.6K- 1.18% |
$264K - $585K
|
2.91M
$31.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-33K- 60.9% |
$252K - $558K
|
21.2K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-31.8K- 7.19% |
$242K - $536K
|
410K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.6K- 33.6% |
$241K - $534K
|
62.5K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-27.5K- 34.98% |
$210K - $465K
|
51.2K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-25K- 4.39% |
$191K - $422K
|
544K
$5.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-25K- 38.46% |
$191K - $422K
|
40K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25K- 26.04% |
$191K - $422K
|
71K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6K- 35.16% |
$180K - $399K
|
43.6K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23.1K- 24.89% |
$176K - $390K
|
69.7K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.6K- 55.86% |
$172K - $381K
|
17.9K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.5K- 1.38% |
$171K - $379K
|
1.6M
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-21.9K- 44.92% |
$167K - $369K
|
26.8K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8K- 36.24% |
$166K - $368K
|
38.3K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20.2K- 43.1% |
$154K - $342K
|
26.7K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-20.2K- 2.96% |
$154K - $341K
|
662K
$7.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.7K- 51.37% |
$150K - $333K
|
18.6K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.9K- 20.22% |
$145K - $320K
|
74.8K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-18.2K- 18.36% |
$139K - $307K
|
80.8K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.1K- 25.69% |
$138K - $306K
|
52.5K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17.8K- 23.88% |
$136K - $300K
|
56.7K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.6K- 5.4% |
$126K - $280K
|
290K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-16.3K- 5.01% |
$124K - $275K
|
309K
$3.39M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15K- 37.5% |
$114K - $253K
|
25K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.9K- 18.5% |
$114K - $252K
|
65.6K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13.8K- 98.3% |
$105K - $233K
|
239
$2.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13.6K- 41.33% |
$104K - $230K
|
19.3K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13.5K- 2.82% |
$103K - $228K
|
466K
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 10.77% |
$85.6K - $189K
|
93K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.1K- 11.25% |
$84.7K - $187K
|
87.6K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 43.66% |
$84.7K - $187K
|
14.3K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-11.1K- 33.6% |
$84.7K - $187K
|
21.9K
$241K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11K- 2.94% |
$83.9K - $186K
|
363K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-9.96K- 27.91% |
$76K - $168K
|
25.7K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-9.78K- 23.7% |
$74.6K - $165K
|
31.5K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.58K- 32.15% |
$73.1K - $162K
|
20.2K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.45K- 15.68% |
$72.1K - $160K
|
50.8K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 25.84% |
$64.3K - $142K
|
24.2K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 4.26% |
$62.4K - $138K
|
184K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.39K- 6.66% |
$56.4K - $125K
|
104K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.89K- 99.48% |
$52.6K - $116K
|
36
$395
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.5K- 27.45% |
$49.6K - $110K
|
17.2K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.4K- 20.34% |
$48.8K - $108K
|
25.1K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.28K- 3.33% |
$47.9K - $106K
|
182K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.1K- 16.45% |
$46.6K - $103K
|
31K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.05K- 34.37% |
$46.2K - $102K
|
11.6K
$127K
|