Private Advisor Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
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|
2025
Q1 | $3.24M | Buy |
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|
2024
Q4 | $4.27M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.91M | Buy |
|
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $808K | Sell |
|
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|
2022
Q4 | $778 | Sell |
|
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $1.03M | Buy |
|