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
2026 Q1	$5.41M	Buy	340,862 +47,887	+16%	+$1.01M	0.03%	615
2025 Q4	$7.67M	Buy	292,975 +14,988	+5%	+$418K	0.04%	467
2025 Q3	$7.34M	Sell	277,987 -41,662	-13%	-$989K	0.04%	478
2025 Q2	$5.82M	Buy	319,649 +40,863	+15%	+$539K	0.03%	521
2025 Q1	$3.24M	Buy	278,786 +1,242	+0.4%	+$17.9K	0.02%	690
2024 Q4	$4.27M	Sell	277,544 -69,292	-20%	-$900K	0.02%	576
2024 Q3	$2.73M	Sell	346,836 -18,957	-5%	-$138K	0.02%	754
2024 Q2	$2.42M	Buy	365,793 +164,921	+82%	+$1.16M	0.02%	751
2024 Q1	$1.47M	Buy	200,872 +9,049	+5%	+$71.9K	0.01%	970
2023 Q4	$1.91M	Buy	191,823 +101,710	+113%	+$808K	0.01%	785
2023 Q3	$720K	Sell	90,113 -16,595	-16%	-$146K	0.01%	1212
2023 Q2	$890K	Sell	106,708 -26,423	-20%	-$172K	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%	-$353K	﹤0.01%	1294
2022 Q3	$1.17M	Buy	239,960 +115,299	+92%	+$729K	0.01%	844
2022 Q2	$657K	Buy	+124,661	New	+$842K	0.01%	1266
2022 Q1	–	Sell	-126,563	Closed	-$2M	–	2267
2021 Q4	$2M	Sell	126,563 -27,245	-18%	-$500K	0.02%	814
2021 Q3	$2.44M	Buy	153,808 +100,138	+187%	+$1.57M	0.02%	803
2021 Q2	$1.03M	Buy	+53,670	New	+$995K	0.01%	1051