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
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-573- 1.26% |
$4.37K - $9.67K
|
44.9K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-572- 2.56% |
$4.36K - $9.66K
|
21.8K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-533- 3.01% |
$4.07K - $9K
|
17.2K
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-415- 3.89% |
$3.17K - $7.01K
|
10.2K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-389- 12.89% |
$2.97K - $6.57K
|
2.63K
$28.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-352- 9.68% |
$2.69K - $5.94K
|
3.29K
$36.1K
|
|
|
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
$23.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-342- 50.67% |
$2.61K - $5.77K
|
333
$3.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 2.98% |
$2.48K - $5.49K
|
10.6K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-300- 1.86% |
$2.29K - $5.06K
|
15.8K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 0.42% |
$2.29K - $5.06K
|
71.7K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 75.0% |
$2.29K - $5.06K
|
100
$1.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-292- 4.95% |
$2.23K - $4.93K
|
5.61K
$61.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 13.33% |
$1.53K - $3.38K
|
1.3K
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 5.71% |
$1.53K - $3.38K
|
3.3K
$36.2K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-175- 2.06% |
$1.34K - $2.95K
|
8.33K
$91.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-173- 0.49% |
$1.32K - $2.92K
|
35K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 1.09% |
$1.14K - $2.53K
|
13.6K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-141- 0.75% |
$1.08K - $2.38K
|
18.8K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-134- 0.95% |
$1.02K - $2.26K
|
13.9K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 15.38% |
$763 - $1.69K
|
550
$6.04K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 0.97% |
$763 - $1.69K
|
10.2K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-50- 0.51% |
$382 - $844
|
9.72K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-31- 0.24% |
$237 - $523
|
13.2K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.04% |
$198 - $439
|
72.3K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.06% |
$153 - $338
|
31.4K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.25% |
$22.9 - $50.6
|
1.2K
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1- -0.0% |
$7.63 - $16.9
|
576K
$6.32M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-406K- 53.53% |
$2.57M - $3.33M
|
353K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-260K- 45.71% |
$1.64M - $2.13M
|
309K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-119K- 7.15% |
$752K - $975K
|
1.55M
$17M
|
|
|
Feb 12, 2025
Q3 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-72.5KClosed |
$458K - $594K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50K- 50.0% |
$316K - $410K
|
50K
$549K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-39.6K- 99.0% |
$250K - $324K
|
400
$4.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-31.7K- 27.23% |
$200K - $259K
|
84.6K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-27.3K- 51.88% |
$172K - $223K
|
25.3K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 3.93% |
$116K - $151K
|
449K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-17.9K- 63.64% |
$113K - $147K
|
10.3K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-17.2K- 60.21% |
$109K - $141K
|
11.4K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-16.3K- 46.74% |
$103K - $133K
|
18.6K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.7K- 21.68% |
$86.3K - $112K
|
49.3K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13.6K- 18.75% |
$85.9K - $111K
|
58.9K
$647K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-12.4K- 53.7% |
$78.1K - $101K
|
10.7K
$117K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-12K- 19.67% |
$75.8K - $98.3K
|
49K
$538K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.52% |
$75.8K - $98.2K
|
328K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 30.26% |
$68.6K - $88.9K
|
25K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-9.3K- 16.23% |
$58.8K - $76.2K
|
48K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.18K- 2.08% |
$51.7K - $67K
|
385K
$4.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.71K- 9.83% |
$42.4K - $55K
|
61.5K
$676K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-5K- 55.56% |
$31.6K - $41K
|
4K
$43.9K
|
|