Private Advisor Group, LLC So Fi Technologies, Inc. Transaction History

Private Advisor Group, LLC

$17.5 Billion
Q2 2025

A detailed history of Private Advisor Group, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Private Advisor Group, LLC holds 319,649 shares of SOFI stock, worth $9.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

319,649

Previous 278,786 14.66%

Holding current value

$9.17 Million

Previous $3.24 Million 79.52%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$9.5 - $18.21 $388,198 - $744,115	40,863 Added 14.66%	319,649 $5.82 Million
Q1 2025 May 05, 2025	BUY	$11.18 - $18.03 $13,885 - $22,393	1,242 Added 0.45%	278,786 $3.24 Million
Q4 2024 Jan 31, 2025	SELL	$7.63 - $16.88 $528,697 - $1.17 Million	-69,292 Reduced 19.98%	277,544 $4.27 Million
Q3 2024 Oct 22, 2024	SELL	$6.32 - $8.19 $119,808 - $155,257	-18,957 Reduced 5.18%	346,836 $2.73 Million
Q2 2024 Aug 05, 2024	BUY	$6.32 - $7.89 $1.04 Million - $1.3 Million	164,921 Added 82.1%	365,793 $2.42 Million
Q1 2024 Apr 30, 2024	BUY	$6.92 - $9.65 $62,619 - $87,322	9,049 Added 4.72%	200,872 $1.47 Million
Q4 2023 Feb 06, 2024	BUY	$6.62 - $10.32 $673,320 - $1.05 Million	101,710 Added 112.87%	191,823 $1.91 Million
Q3 2023 Nov 02, 2023	SELL	$7.4 - $11.45 $122,803 - $190,012	-16,595 Reduced 15.55%	90,113 $720,000
Q2 2023 Aug 09, 2023	SELL	$4.76 - $9.74 $125,773 - $257,360	-26,423 Reduced 19.85%	106,708 $889,000
Q1 2023 May 10, 2023	SELL	$4.5 - $7.72 $160,677 - $275,650	-35,706 Reduced 21.15%	133,131 $808,000
Q4 2022 Jan 18, 2023	SELL	$4.3 - $5.95 $305,828 - $423,181	-71,123 Reduced 29.64%	168,837 $0
Q3 2022 Oct 14, 2022	BUY	$4.84 - $8.23 $558,047 - $948,910	115,299 Added 92.49%	239,960 $1.17 Million
Q2 2022 Jul 13, 2022	SELL	$5.25 - $9.77 $9,985 - $18,582	-1,902 Reduced 1.5%	124,661 $657,000
Q4 2021 Feb 10, 2022	SELL	$14.27 - $23.29 $388,786 - $634,536	-27,245 Reduced 17.71%	126,563 $2 Million
Q3 2021 Oct 14, 2021	BUY	$13.75 - $18.25 $1.38 Million - $1.83 Million	100,138 Added 186.58%	153,808 $2.44 Million
Q2 2021 Aug 12, 2021	BUY	$14.61 - $23.89 $784,118 - $1.28 Million	53,670 New	53,670 $1.03 Million

Others Institutions Holding SOFI

# of Institutions

950

Shares Held

587M

Call Options Held

135M

Put Options Held

112M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $22.9B
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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Private Advisor Group, LLC So Fi Technologies, Inc. Transaction History