Private Advisor Group, LLC's ownership history for SOFI
Private Advisor Group, LLC currently holds 293.0K shares with a market value of $7.7M. It started holding SOFI on 2024-09-30. At its peak, it held 346.8K shares on 2024-09-30. Its highest holding value was $7.7M on 2025-12-31. At its lowest, it held 277.5K shares on 2024-12-31, with a value of $2.7M on 2024-09-30. In the recent 180 days, Private Advisor Group, LLC has decreased its shares by 26.7K. In the recent year, Private Advisor Group, LLC has increased its shares by 15.4K.
It has also owned 158 contracts of calls, with the market value of the underlying securities totaling $214.9K on 2025-06-30. At its peak, it held 300 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $273.5K on 2025-09-30. At its lowest, it held 158 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $199.3K on 2025-06-30. In the recent 180 days, Private Advisor Group, LLC has decreased its holdings by 142 contracts.