Private Advisor Group, LLC's ownership history for SOFI
Private Advisor Group, LLC currently holds 340.9K shares with a market value of $5.4M. 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 increased its shares by 62.9K. In the recent year, Private Advisor Group, LLC has increased its shares by 62.1K.
It has also owned 585 contracts of calls, with the market value of the underlying securities totaling $23.1K on 2025-06-30. At its peak, it held 585 contracts of calls on 2026-03-31 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 $23.1K on 2026-03-31. In the recent 180 days, Private Advisor Group, LLC has increased its holdings by 385 contracts.