Creekmur Asset Management’s SoFi Technologies SOFI Stock Holding History

Creekmur Asset Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Buy
2025 Q1	$359K	Buy
2024 Q4	$442K	Buy
2024 Q3	$3.11K	Sell
2024 Q2	$19.9K	Sell
2024 Q1	$192K	Sell
2023 Q4	$392K	Buy