CAM
Creekmur Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
77,815
+46,975
| +152% | +$855K | 0.25% | 59 |
|
|
2025
Q1 | $359K | Buy |
30,840
+2,125
| +7% | +$24.7K | 0.08% | 137 |
|
|
2024
Q4 | $442K | Buy |
28,715
+28,319
| +7,151% | +$436K | 0.1% | 81 |
|
|
2024
Q3 | $3.11K | Sell |
396
-2,612
| -87% | -$20.5K | ﹤0.01% | 587 |
|
|
2024
Q2 | $19.9K | Sell |
3,008
-23,330
| -89% | -$154K | 0.01% | 379 |
|
|
2024
Q1 | $192K | Sell |
26,338
-13,066
| -33% | -$95.4K | 0.07% | 116 |
|
|
2023
Q4 | $392K | Buy |
+39,404
| New | +$392K | 0.12% | 87 |
|