Sequoia Financial Advisors, LLC's ownership history for SOFI

Sequoia Financial Advisors, LLC currently holds 49.2K shares with a market value of $1.3M. It started holding SOFI on 2025-03-31. At its peak, it held 49.2K shares on 2025-12-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 11.2K shares on 2025-06-30, with a value of $180.8K on 2025-03-31. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its shares by 38.0K.

It has also owned 8 contracts of calls, with the market value of the underlying securities totaling $20.9K on 2025-12-31. At its peak, it held 8 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $20.9K on 2025-12-31. At its lowest, it held 8 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $20.9K on 2025-12-31.