Advisor Group Holdings, Inc. Tidal ETF Tr Sofi 500 ETF Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	SELL	$20.52 - $113.87 $45,123 - $250,400	-2,199 Reduced 10.31%	19,129 $2.08 Million
Q3 2024 Nov 13, 2024	BUY	$18.31 - $20.82 $256,175 - $291,292	13,991 Added 190.69%	21,328 $443,000
Q2 2024 Aug 13, 2024	BUY	$17.63 - $20.15 $52,766 - $60,308	2,993 Added 68.9%	7,337 $145,000
Q1 2024 May 10, 2024	BUY	$16.61 - $18.63 $4,634 - $5,197	279 Added 6.86%	4,344 $80,000
Q4 2023 Feb 12, 2024	SELL	$14.59 - $17.08 $306 - $358	-21 Reduced 0.51%	4,065 $68,000
Q3 2023 Nov 13, 2023	BUY	$15.18 - $16.24 $47,619 - $50,944	3,137 Added 330.56%	4,086 $62,000
Q2 2023 Aug 10, 2023	BUY	$14.11 - $15.69 $4,233 - $4,707	300 Added 46.22%	949 $14,000
Q1 2023 May 12, 2023	BUY	$13.16 - $14.65 $4,527 - $5,039	344 Added 112.79%	649 $9,000
Q4 2022 Feb 10, 2023	BUY	$12.65 - $14.38 $1,682 - $1,912	133 Added 77.33%	305 $4,000
Q3 2022 Nov 14, 2022	SELL	$12.73 - $15.2 $1,120 - $1,337	-88 Reduced 33.85%	172 $2,000
Q2 2022 Aug 10, 2022	SELL	$12.9 - $16.65 $296 - $382	-23 Reduced 8.13%	260 $4,000
Q1 2022 May 04, 2022	BUY	$14.82 - $17.63 $4,194 - $4,989	283 New	283 $5,000

Others Institutions Holding SFY

# of Institutions

3

Shares Held

33K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

20K
Shares

$2.26 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

12.6K
Shares

$1.42 Million
0.0% of portfolio
Annapolis Financial Services, LLC

398
Shares

$45,033
0.0% of portfolio

About TIDAL ETF TR SOFI 500 ETF

Ticker SFY
Sector ETFs
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