Janney Montgomery Scott LLC So Fi Technologies, Inc. Transaction History

Janney Montgomery Scott LLC

$42.2 Billion
Q3 2025

A detailed history of Janney Montgomery Scott LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 209,272 shares of SOFI stock, worth $5.82 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

209,272

Previous 167,370 25.04%

Holding current value

$5.82 Million

Previous $3.05 Million 81.4%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$17.64 - $29.81 $739,151 - $1.25 Million	41,902 Added 25.04%	209,272 $5.53 Million
Q2 2025 Jul 17, 2025	BUY	$9.5 - $18.21 $184,670 - $353,984	19,439 Added 13.14%	167,370 $3.05 Million
Q1 2025 Apr 17, 2025	BUY	$11.18 - $18.03 $248,050 - $400,031	22,187 Added 17.64%	147,931 $1.72 Million
Q4 2024 Jan 17, 2025	SELL	$7.63 - $16.88 $71,103 - $157,304	-9,319 Reduced 6.9%	125,744 $1.94 Million
Q3 2024 Oct 29, 2024	BUY	$6.32 - $8.19 $176,694 - $228,976	27,958 Added 26.1%	135,063 $1.06 Million

Q2 2024 Jul 25, 2024	BUY	$6.32 - $7.89 $356,226 - $444,719	56,365 Added 111.09%	107,105 $708,000
Q1 2024 May 01, 2024	SELL	$6.92 - $9.65 $431,116 - $601,195	-62,300 Reduced 55.11%	50,740 $370,000
Q4 2023 Feb 07, 2024	BUY	$6.62 - $10.32 $183,705 - $286,380	27,750 Added 32.54%	113,040 $1.13 Million
Q3 2023 Nov 08, 2023	BUY	$7.4 - $11.45 $264,550 - $409,337	35,750 Added 72.16%	85,290 $681,000
Q2 2023 Jul 26, 2023	SELL	$4.76 - $9.74 $34,743 - $71,092	-7,299 Reduced 12.84%	49,540 $413,000
Q1 2023 Apr 28, 2023	SELL	$4.5 - $7.72 $4,095 - $7,025	-910 Reduced 1.58%	56,839 $345,000
Q4 2022 Feb 01, 2023	BUY	$4.3 - $5.95 $11,760 - $16,273	2,735 Added 4.97%	57,749 $266,000
Q3 2022 Oct 25, 2022	SELL	$4.84 - $8.23 $36,905 - $62,753	-7,625 Reduced 12.17%	55,014 $268,000
Q2 2022 Aug 03, 2022	BUY	$5.25 - $9.77 $328,854 - $611,983	62,639 New	62,639 $348,000
Q1 2022 May 04, 2022	SELL	$7.93 - $15.68 $745,523 - $1.47 Million	-94,013 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$14.27 - $23.29 $893,887 - $1.46 Million	62,641 Added 199.67%	94,013 $1.49 Million
Q3 2021 Oct 29, 2021	BUY	$13.75 - $18.25 $246,510 - $327,186	17,928 Added 133.35%	31,372 $498,000
Q2 2021 Jul 26, 2021	BUY	$14.61 - $23.89 $196,416 - $321,177	13,444 New	13,444 $258,000

Others Institutions Holding SOFI

# of Institutions

1,090

Shares Held

622M

Call Options Held

132M

Put Options Held

124M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $22.2B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

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Janney Montgomery Scott LLC So Fi Technologies, Inc. Transaction History