Creative Planning So Fi Technologies, Inc. Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Creative Planning holds 125,863 shares of SOFI stock, worth $1.99 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

125,863

Previous 82,293 52.94%

Holding current value

$1.99 Million

Previous $1.27 Million 15.47%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$11.18 - $18.03 $487,112 - $785,567	43,570 Added 52.94%	125,863 $1.46 Million
Q4 2024 Feb 14, 2025	SELL	$7.63 - $16.88 $532,093 - $1.18 Million	-69,737 Reduced 45.87%	82,293 $1.27 Million
Q3 2024 Oct 11, 2024	SELL	$6.32 - $8.19 $2,009 - $2,604	-318 Reduced 0.21%	152,030 $1.19 Million
Q2 2024 Aug 15, 2024	SELL	$6.32 - $7.89 $19,971 - $24,932	-3,160 Reduced 2.03%	152,348 $1.01 Million
Q1 2024 May 10, 2024	BUY	$6.92 - $9.65 $140,828 - $196,387	20,351 Added 15.06%	155,508 $1.14 Million
Q4 2023 Feb 14, 2024	SELL	$6.62 - $10.32 $2.29 Million - $3.57 Million	-345,839 Reduced 71.9%	135,157 $1.34 Million
Q3 2023 Nov 16, 2023	SELL	$7.4 - $11.45 $82,428 - $127,541	-11,139 Reduced 2.26%	480,996 $3.84 Million
Q2 2023 Jul 21, 2023	BUY	$4.76 - $9.74 $42,316 - $86,588	8,890 Added 1.84%	492,135 $4.1 Million
Q1 2023 May 15, 2023	SELL	$4.5 - $7.72 $176,940 - $303,550	-39,320 Reduced 7.52%	483,245 $2.93 Million
Q4 2022 Feb 10, 2023	BUY	$4.3 - $5.95 $144,858 - $200,443	33,688 Added 6.89%	522,565 $2.41 Million
Q3 2022 Nov 03, 2022	SELL	$4.84 - $8.23 $50,887 - $86,530	-10,514 Reduced 2.11%	488,877 $2.39 Million
Q2 2022 Aug 15, 2022	BUY	$5.25 - $9.77 $103,467 - $192,547	19,708 Added 4.11%	499,391 $2.63 Million
Q1 2022 May 16, 2022	SELL	$7.93 - $15.68 $1.91 Million - $3.78 Million	-241,040 Reduced 33.44%	479,683 $4.53 Million
Q4 2021 Feb 11, 2022	BUY	$14.27 - $23.29 $1.26 Million - $2.05 Million	88,222 Added 13.95%	720,723 $11.4 Million
Q3 2021 Nov 10, 2021	BUY	$13.75 - $18.25 $6.87 Million - $9.12 Million	499,553 Added 375.75%	632,501 $10 Million
Q2 2021 Aug 04, 2021	BUY	$14.61 - $23.89 $1.94 Million - $3.18 Million	132,948 New	132,948 $2.55 Million

Others Institutions Holding SOFI

# of Institutions

854

Shares Held

519M

Call Options Held

101M

Put Options Held

70.5M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.7B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

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Creative Planning So Fi Technologies, Inc. Transaction History