Cresset Asset Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
429,019
-270
| -0.1% | -$4.92K | 0.03% | 276 |
|
|
2025
Q1 | $4.99M | Sell |
429,289
-9,292
| -2% | -$108K | 0.02% | 343 |
|
|
2024
Q4 | $6.75M | Sell |
438,581
-449,567
| -51% | -$6.92M | 0.03% | 291 |
|
|
2024
Q3 | $6.98M | Buy |
888,148
+6,318
| +0.7% | +$49.7K | 0.03% | 378 |
|
|
2024
Q2 | $5.83M | Sell |
881,830
-4,544
| -0.5% | -$30K | 0.02% | 385 |
|
|
2024
Q1 | $6.47M | Buy |
886,374
+432,875
| +95% | +$3.16M | 0.03% | 333 |
|
|
2023
Q4 | $4.51M | Sell |
453,499
-3,907
| -0.9% | -$38.9K | 0.03% | 358 |
|
|
2023
Q3 | $3.65M | Buy |
457,406
+2,017
| +0.4% | +$16.1K | 0.01% | 372 |
|
|
2023
Q2 | $3.8M | Buy |
455,389
+438,520
| +2,600% | +$3.66M | ﹤0.01% | 363 |
|
|
2023
Q1 | $102K | Buy |
16,869
+1,900
| +13% | +$11.5K | ﹤0.01% | 775 |
|
|
2022
Q4 | $69K | Buy |
14,969
+1,302
| +10% | +$6K | ﹤0.01% | 679 |
|
|
2022
Q3 | $67K | Sell |
13,667
-18,435
| -57% | -$90.4K | ﹤0.01% | 850 |
|
|
2022
Q2 | $169K | Sell |
32,102
-624
| -2% | -$3.29K | ﹤0.01% | 854 |
|
|
2022
Q1 | $310K | Buy |
32,726
+2,838
| +9% | +$26.9K | ﹤0.01% | 767 |
|
|
2021
Q4 | $473K | Buy |
29,888
+15,888
| +113% | +$251K | ﹤0.01% | 716 |
|
|
2021
Q3 | $222K | Buy |
+14,000
| New | +$222K | ﹤0.01% | 990 |
|