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 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 53.41% |
$226K - $383K
|
11.2K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.8K- 16.75% |
$226K - $382K
|
63.7K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11.8K- 37.7% |
$208K - $352K
|
19.5K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-10.9K- 52.87% |
$193K - $326K
|
9.74K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.8K- 19.76% |
$191K - $322K
|
43.9K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 30.38% |
$181K - $307K
|
23.6K
$656K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.2K- 7.75% |
$180K - $305K
|
122K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.1K- 17.7% |
$178K - $301K
|
47K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-10.1K- 1.32% |
$178K - $300K
|
753K
$21M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
CALL |
-10K- 33.33% |
$176K - $298K
|
20K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.71K- 14.2% |
$171K - $289K
|
58.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-9.45K- 95.93% |
$167K - $282K
|
401
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-9.32K- 6.61% |
$164K - $278K
|
132K
$3.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-9.26K- 7.85% |
$163K - $276K
|
109K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.11K- 36.19% |
$161K - $272K
|
16.1K
$447K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9.02K- 90.36% |
$159K - $269K
|
963
$26.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9K- 92.31% |
$159K - $268K
|
750
$20.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-8.65K- 38.44% |
$153K - $258K
|
13.9K
$385K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.42K- 50.65% |
$149K - $251K
|
8.21K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.2K- 18.4% |
$145K - $244K
|
36.4K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.19K- 9.38% |
$145K - $244K
|
79.1K
$2.2M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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 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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.73K- 5.04% |
$48.2K - $81.4K
|
51.4K
$1.43M
|
|