LPL Financial LLC's ownership history for SOFI

LPL Financial LLC currently holds 2.4M shares with a market value of $62.6M. It started holding SOFI on 2024-09-30. At its peak, it held 2.4M shares on 2025-12-31. Its highest holding value was $62.6M on 2025-12-31. At its lowest, it held 1.6M shares on 2024-12-31, with a value of $12.8M on 2024-09-30. In the recent 180 days, LPL Financial LLC has increased its shares by 261.0K. In the recent year, LPL Financial LLC has increased its shares by 788.4K.

It has also owned 115 contracts of calls, with the market value of the underlying securities totaling $301.1K on 2025-09-30. At its peak, it held 145 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $383.1K on 2025-09-30. At its lowest, it held 115 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $301.1K on 2025-12-31.

It has also owned 100 contracts of puts, with the market value of the underlying securities totaling $264.2K on 2025-09-30. At its peak, it held 100 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $264.2K on 2025-09-30. At its lowest, it held 100 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $264.2K on 2025-09-30.