Cresset Asset Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $6.75M | Sell |
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|
2024
Q3 | $6.98M | Buy |
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|
2024
Q2 | $5.83M | Sell |
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|
2024
Q1 | $6.47M | Buy |
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $3.65M | Buy |
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|
2023
Q2 | $3.8M | Buy |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $69K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $222K | Buy |
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