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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.72K- 1.28% |
$30.3K - $51.2K
|
133K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
SELL
|
- |
-1.5K- 0.98% |
$26.5K - $44.7K
|
152K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.44K- 1.51% |
$25.3K - $42.8K
|
93.7K
$2.61M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.4K- 2.45% |
$24.7K - $41.8K
|
55.8K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.36K- 10.87% |
$24.1K - $40.7K
|
11.2K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.28K- 1.16% |
$22.5K - $38K
|
109K
$3.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 6.59% |
$20.3K - $34.3K
|
16.3K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.12K- 48.87% |
$19.8K - $33.5K
|
1.18K
$32.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.1K- 4.89% |
$19.5K - $32.9K
|
21.5K
$597K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 2.5% |
$18K - $30.4K
|
39.8K
$1.11M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.01K- 4.0% |
$17.8K - $30.1K
|
24.2K
$674K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-1K- 1.91% |
$17.6K - $29.8K
|
51.3K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1K- 4.1% |
$17.6K - $29.8K
|
23.4K
$651K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-963- 37.59% |
$17K - $28.7K
|
1.6K
$44.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-958- 6.52% |
$16.9K - $28.6K
|
13.7K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-765- 4.97% |
$13.5K - $22.8K
|
14.6K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-733- 71.1% |
$12.9K - $21.9K
|
298
$8.29K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-694- 7.44% |
$12.2K - $20.7K
|
8.63K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-633- 1.03% |
$11.2K - $18.9K
|
60.7K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-624- 20.31% |
$11K - $18.6K
|
2.45K
$68.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-600- 2.04% |
$10.6K - $17.9K
|
28.9K
$803K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-548- 1.97% |
$9.67K - $16.3K
|
27.2K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-544- 95.27% |
$9.6K - $16.2K
|
27
$751
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 3.54% |
$8.36K - $14.1K
|
12.9K
$359K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-459- 2.74% |
$8.1K - $13.7K
|
16.3K
$454K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-455- 3.07% |
$8.03K - $13.6K
|
14.4K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-435- 61.01% |
$7.67K - $13K
|
278
$7.73K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-400- 44.1% |
$7.06K - $11.9K
|
507
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-330- 15.17% |
$5.82K - $9.84K
|
1.85K
$51.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-305- 0.12% |
$5.38K - $9.09K
|
253K
$7.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 3.26% |
$4.41K - $7.45K
|
7.43K
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-248- 99.2% |
$4.37K - $7.39K
|
2
$55.6
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-246- 20.45% |
$4.34K - $7.33K
|
957
$26.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-200- 1.88% |
$3.53K - $5.96K
|
10.5K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-190- 19.27% |
$3.35K - $5.66K
|
796
$22.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-185- 82.59% |
$3.26K - $5.51K
|
39
$1.08K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-183- 1.46% |
$3.23K - $5.46K
|
12.4K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 0.26% |
$3.21K - $5.43K
|
68.7K
$1.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-168- 1.19% |
$2.96K - $5.01K
|
14K
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-139- 0.32% |
$2.45K - $4.14K
|
43.6K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-81- 11.89% |
$1.43K - $2.41K
|
600
$16.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 10.48% |
$1.38K - $2.33K
|
666
$18.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-75- 0.55% |
$1.32K - $2.24K
|
13.5K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-50- 0.23% |
$882 - $1.49K
|
21.7K
$602K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-45- 4.76% |
$794 - $1.34K
|
900
$25K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.04% |
$759 - $1.28K
|
111K
$3.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-39- 97.5% |
$688 - $1.16K
|
1
$27.8
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-38- 15.97% |
$670 - $1.13K
|
200
$5.56K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-30- 0.35% |
$529 - $894
|
8.56K
$238K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 12.99% |
$353 - $596
|
134
$3.73K
|
|