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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-8.1K- 6.02% |
$143K - $241K
|
127K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.04K- 4.5% |
$142K - $240K
|
171K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.1K- 1.27% |
$125K - $212K
|
550K
$15.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.95K- 33.38% |
$123K - $207K
|
13.9K
$386K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-6.89K- 9.51% |
$122K - $205K
|
65.6K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.75K- 10.68% |
$119K - $201K
|
56.4K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.12K- 27.82% |
$108K - $182K
|
15.9K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.02K- 14.76% |
$106K - $179K
|
34.8K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 17.47% |
$102K - $172K
|
27.3K
$759K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.77K- 30.66% |
$102K - $172K
|
13K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.63K- 18.11% |
$99.3K - $168K
|
25.5K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-5.13K- 16.24% |
$90.6K - $153K
|
26.5K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.88K- 34.28% |
$86K - $145K
|
9.35K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.81K- 80.73% |
$84.8K - $143K
|
1.15K
$31.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 23.66% |
$84.7K - $143K
|
15.5K
$431K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-4.73K- 7.48% |
$83.5K - $141K
|
58.6K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.52K- 27.21% |
$79.7K - $135K
|
12.1K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-4.51K- 13.06% |
$79.5K - $134K
|
30K
$835K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 80.77% |
$74.1K - $125K
|
1K
$27.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-4K- 78.43% |
$70.6K - $119K
|
1.1K
$30.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.98K- 78.72% |
$70.2K - $119K
|
1.08K
$29.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-3.95K- 10.82% |
$69.7K - $118K
|
32.6K
$906K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-3.93K- 16.85% |
$69.2K - $117K
|
19.4K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 41.71% |
$67.2K - $114K
|
5.33K
$148K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.66K- 21.31% |
$64.5K - $109K
|
13.5K
$376K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.65K- 22.19% |
$64.4K - $109K
|
12.8K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 5.39% |
$61.4K - $104K
|
61K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.46K- 15.02% |
$61K - $103K
|
19.6K
$544K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.36K- 15.39% |
$59.2K - $100K
|
18.5K
$513K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.34K- 4.85% |
$58.9K - $99.6K
|
65.6K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.29K- 66.61% |
$58.1K - $98.2K
|
1.65K
$45.9K
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-3.24K- 10.98% |
$57.1K - $96.5K
|
26.2K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-3.16K- 87.57% |
$55.8K - $94.3K
|
449
$12.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.75K- 10.38% |
$48.5K - $81.9K
|
23.7K
$660K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.73K- 5.04% |
$48.2K - $81.4K
|
51.4K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-2.72K- 17.39% |
$48K - $81.1K
|
12.9K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.66K- 15.16% |
$46.9K - $79.3K
|
14.9K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.59K- 10.04% |
$45.7K - $77.2K
|
23.2K
$646K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.57K- 53.04% |
$45.4K - $76.7K
|
2.28K
$63.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 6.41% |
$44.4K - $75.1K
|
36.8K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 7.49% |
$41K - $69.3K
|
28.7K
$799K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 6.99% |
$37.5K - $63.4K
|
28.3K
$787K
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.12K- 7.49% |
$37.4K - $63.2K
|
26.2K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.08K- 6.26% |
$36.7K - $62K
|
31.1K
$866K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2K- 80.0% |
$35.3K - $59.6K
|
500
$13.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 13.79% |
$35.3K - $59.6K
|
12.5K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.95K- 8.8% |
$34.4K - $58.1K
|
20.2K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.89K- 6.31% |
$33.3K - $56.3K
|
28K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.87K- 12.91% |
$33K - $55.7K
|
12.6K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.84K- 8.61% |
$32.4K - $54.8K
|
19.5K
$543K
|
|