Advisor Group Holdings, Inc. So Fi Technologies, Inc. Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 571,345 shares of SOFI stock, worth $15.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

571,345

Previous 487,462 17.21%

Holding current value

$15.9 Million

Previous $8.88 Million 70.05%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$17.64 - $29.81 $1.48 Million - $2.5 Million	83,883 Added 17.21%	571,345 $15.1 Million
Q2 2025 Sep 04, 2025	BUY	$9.5 - $18.21 $587,698 - $1.13 Million	61,863 Added 14.54%	487,462 $8.88 Million
Q2 2025 Aug 13, 2025	SELL	$9.5 - $18.21 $650,579 - $1.25 Million	-68,482 Reduced 13.86%	425,599 $7.75 Million
Q1 2025 May 12, 2025	BUY	$11.18 - $18.03 $1.77 Million - $2.86 Million	158,426 Added 47.2%	494,081 $5.75 Million
Q4 2024 Jun 06, 2025	SELL	$7.63 - $16.88 $848,829 - $1.88 Million	-111,249 Reduced 22.52%	382,832 $5.9 Million
Q4 2024 Feb 07, 2025	SELL	$7.63 - $16.88 $835,126 - $1.85 Million	-109,453 Reduced 24.59%	335,655 $5.17 Million
Q3 2024 Nov 13, 2024	SELL	$6.32 - $8.19 $157,696 - $204,356	-24,952 Reduced 5.31%	445,108 $3.5 Million
Q2 2024 Aug 13, 2024	BUY	$6.32 - $7.89 $18,789 - $23,456	2,973 Added 0.64%	470,060 $3.11 Million
Q1 2024 May 10, 2024	BUY	$6.92 - $9.65 $261,299 - $364,384	37,760 Added 8.8%	467,087 $3.41 Million
Q4 2023 Feb 12, 2024	SELL	$6.62 - $10.32 $1.87 Million - $2.91 Million	-281,813 Reduced 39.63%	429,327 $4.27 Million
Q3 2023 Nov 13, 2023	BUY	$7.4 - $11.45 $621,119 - $961,055	83,935 Added 13.38%	711,140 $5.68 Million
Q2 2023 Aug 21, 2023	SELL	$4.76 - $9.74 $9,082 - $18,583	-1,908 Reduced 0.3%	627,205 $5.23 Million
Q2 2023 Aug 10, 2023	SELL	$4.76 - $9.74 $367,134 - $751,236	-77,129 Reduced 10.92%	629,113 $5.25 Million
Q1 2023 May 12, 2023	BUY	$4.5 - $7.72 $92,272 - $158,298	20,505 Added 2.99%	706,242 $4.29 Million
Q4 2022 Feb 10, 2023	BUY	$4.3 - $5.95 $512,615 - $709,317	119,213 Added 21.04%	685,737 $3.16 Million
Q3 2022 Nov 14, 2022	SELL	$4.84 - $8.23 $139,711 - $237,567	-28,866 Reduced 4.85%	566,524 $2.77 Million
Q2 2022 Aug 10, 2022	BUY	$5.25 - $9.77 $1.08 Million - $2.01 Million	206,106 Added 52.94%	595,390 $3.15 Million
Q1 2022 May 04, 2022	BUY	$7.93 - $15.68 $1.28 Million - $2.53 Million	161,296 Added 70.75%	389,284 $3.68 Million
Q3 2021 Nov 05, 2021	BUY	$13.75 - $18.25 $1.64 Million - $2.18 Million	119,409 Added 109.97%	227,988 $3.64 Million
Q2 2021 Aug 02, 2021	BUY	$14.61 - $23.89 $1.59 Million - $2.59 Million	108,579 New	108,579 $2.08 Million

Others Institutions Holding SOFI

# of Institutions

1,084

Shares Held

622M

Call Options Held

135M

Put Options Held

126M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $22.2B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

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Advisor Group Holdings, Inc. So Fi Technologies, Inc. Transaction History