Current Value of Holding

$18.2M

Shares

1.13M

% of Portfolio

0.21%

Average Buy Price

$22.2

Avg closing price
Price range

11 Jefferies Group SoFi Technologies Trades

Jefferies Group acquired 1.13M SoFi Technologies shares worth $18.2M. That's 0.21% of their equity portfolio (108th largest holding). The first SoFi Technologies trade was made in Q4 2022. Since then Jefferies Group bought shares six more times and sold shares on four occasions. The investor's estimated purchase price is $25.2M, resulting in a loss of 28%.

Avg closing price
Price range
Increased shares by 760.0% (+1M shares) Q1 2026
Avg closing price $22.23
Price range $15.15 - $29.28
Sold 74.0% shares (-376k shares) Q4 2025
Avg closing price $27.87
Price range $24.91 - $32.21
Increased shares by 1458.9% (+476k shares) Q3 2025
Avg closing price $23.68
Price range $17.64 - $29.81
Increased shares by 5.0% (+1.56k shares) Q2 2025
Avg closing price $13.17
Price range $9.50 - $18.21
Sold 58.9% shares (-44.5k shares) Q1 2025
Avg closing price $14.48
Price range $11.18 - $18.03
New holding (+75.6k shares) Q4 2024
Avg closing price $13.12
Price range $7.63 - $16.88
Sold -185k shares Q1 2024
Avg closing price $7.94
Price range $6.92 - $9.65
Increased shares by 73605.6% (+185k shares) Q4 2023
Avg closing price $7.95
Price range $6.62 - $10.32
New holding (+251 shares) Q3 2023
Avg closing price $8.79
Price range $7.40 - $11.45
Sold -46.7k shares Q1 2023
Avg closing price $6.06
Price range $4.50 - $7.72
New holding (+46.7k shares) Q4 2022
Avg closing price $4.96
Price range $4.30 - $5.95

News about SoFi Technologies Inc and Jefferies Group

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