Private Advisor Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
319,649
+40,863
| +15% | +$744K | 0.03% | 521 |
|
|
2025
Q1 | $3.24M | Buy |
278,786
+1,242
| +0.4% | +$14.4K | 0.02% | 690 |
|
|
2024
Q4 | $4.27M | Sell |
277,544
-69,292
| -20% | -$1.07M | 0.02% | 576 |
|
|
2024
Q3 | $2.73M | Sell |
346,836
-18,957
| -5% | -$149K | 0.02% | 754 |
|
|
2024
Q2 | $2.42M | Buy |
365,793
+164,921
| +82% | +$1.09M | 0.02% | 751 |
|
|
2024
Q1 | $1.47M | Buy |
200,872
+9,049
| +5% | +$66.1K | 0.01% | 970 |
|
|
2023
Q4 | $1.91M | Buy |
191,823
+101,710
| +113% | +$1.01M | 0.01% | 785 |
|
|
2023
Q3 | $720K | Sell |
90,113
-16,595
| -16% | -$133K | 0.01% | 1206 |
|
|
2023
Q2 | $890K | Sell |
106,708
-26,423
| -20% | -$220K | 0.01% | 1104 |
|
|
2023
Q1 | $808K | Sell |
133,131
-35,706
| -21% | -$217K | 0.01% | 1101 |
|
|
2022
Q4 | $778 | Sell |
168,837
-71,123
| -30% | -$328 | ﹤0.01% | 1293 |
|
|
2022
Q3 | $1.17M | Buy |
239,960
+115,299
| +92% | +$563K | 0.01% | 844 |
|
|
2022
Q2 | $657K | Buy |
+124,661
| New | +$657K | 0.01% | 1265 |
|
|
2022
Q1 | – | Sell |
-126,563
| Closed | -$2M | – | 2239 |
|
|
2021
Q4 | $2M | Sell |
126,563
-27,245
| -18% | -$431K | 0.02% | 813 |
|
|
2021
Q3 | $2.44M | Buy |
153,808
+100,138
| +187% | +$1.59M | 0.02% | 803 |
|
|
2021
Q2 | $1.03M | Buy |
+53,670
| New | +$1.03M | 0.01% | 1050 |
|