Sofi Technologies shares owned by LPL Financial
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 2.4M | 26.42 |
| 2025-06-30 | $39M | 2.1M | 18.21 |
| 2025-03-31 | $21M | 1.8M | 11.63 |
| 2024-12-31 | $25M | 1.6M | 15.40 |
| 2024-09-30 | $13M | 1.6M | 7.86 |
| 2024-06-30 | $10M | 1.5M | 6.61 |
| 2024-03-31 | $9.9M | 1.4M | 7.30 |
| 2023-09-30 | $7.2M | 904k | 7.99 |
| 2023-06-30 | $7.2M | 862k | 8.34 |
| 2023-03-31 | $4.9M | 801k | 6.07 |
| 2022-12-31 | $4.0M | 871k | 4.61 |
| 2022-09-30 | $3.2M | 656k | 4.88 |
| 2022-06-30 | $3.3M | 633k | 5.27 |
| 2021-12-31 | $5.8M | 370k | 15.81 |
| 2021-09-30 | $2.5M | 160k | 15.88 |
| 2021-06-30 | $1.2M | 64k | 19.18 |