Creative Planning’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.68M | Buy |
294,595
+72,845
| +33% | +$1.54M | ﹤0.01% | 1257 |
|
|
2025
Q4 | $5.81M | Buy |
221,750
+18,810
| +9% | +$524K | ﹤0.01% | 902 |
|
|
2025
Q3 | $5.36M | Buy |
202,940
+33,881
| +20% | +$804K | ﹤0.01% | 831 |
|
|
2025
Q2 | $3.08M | Buy |
169,059
+43,196
| +34% | +$570K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $1.46M | Buy |
125,863
+43,570
| +53% | +$628K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $1.27M | Sell |
82,293
-69,737
| -46% | -$906K | ﹤0.01% | 1465 |
|
|
2024
Q3 | $1.19M | Sell |
152,030
-318
| -0.2% | -$2.31K | ﹤0.01% | 1391 |
|
|
2024
Q2 | $1.01M | Sell |
152,348
-3,160
| -2% | -$22.3K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $1.14M | Buy |
155,508
+20,351
| +15% | +$162K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $1.34M | Sell |
135,157
-345,839
| -72% | -$2.75M | ﹤0.01% | 1092 |
|
|
2023
Q3 | $3.84M | Sell |
480,996
-11,139
| -2% | -$98K | 0.01% | 606 |
|
|
2023
Q2 | $4.1M | Buy |
492,135
+8,890
| +2% | +$58K | 0.01% | 579 |
|
|
2023
Q1 | $2.93M | Sell |
483,245
-39,320
| -8% | -$238K | ﹤0.01% | 649 |
|
|
2022
Q4 | $2.41M | Buy |
522,565
+33,688
| +7% | +$167K | ﹤0.01% | 690 |
|
|
2022
Q3 | $2.39M | Sell |
488,877
-10,514
| -2% | -$66.5K | ﹤0.01% | 640 |
|
|
2022
Q2 | $2.63M | Buy |
499,391
+19,708
| +4% | +$133K | ﹤0.01% | 623 |
|
|
2022
Q1 | $4.53M | Sell |
479,683
-241,040
| -33% | -$2.77M | 0.01% | 478 |
|
|
2021
Q4 | $11.4M | Buy |
720,723
+88,222
| +14% | +$1.62M | 0.02% | 261 |
|
|
2021
Q3 | $10M | Buy |
632,501
+499,553
| +376% | +$7.83M | 0.02% | 268 |
|
|
2021
Q2 | $2.55M | Sell |
132,948
-1,621
| -1% | -$30.1K | ﹤0.01% | 591 |
|
|
2021
Q1 | $2.31M | Buy |
+134,569
| New | +$2.66M | ﹤0.01% | 664 |
|
Other funds holding SOFI
VCM
VPM
