A detailed history of Creekmur Asset Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Creekmur Asset Management LLC holds 95,891 shares of SOFI stock, worth $2.67 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
95,891
Previous 77,815 23.23%
Holding current value
$2.67 Million
Previous $1.42 Billion 78.79%
% of portfolio
0.42%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$17.64 - $29.81 $318,860 - $538,845
18,076 Added 23.23%
95,891 $2.53 Billion
Q2 2025

Aug 04, 2025

BUY
$9.5 - $18.21 $446,262 - $855,414
46,975 Added 152.32%
77,815 $1.42 Billion
Q1 2025

May 02, 2025

BUY
$11.18 - $18.03 $23,757 - $38,313
2,125 Added 7.4%
30,840 $359 Million
Q4 2024

Feb 12, 2025

BUY
$7.63 - $16.88 $216,073 - $478,024
28,319 Added 7151.26%
28,715 $442 Million
Q3 2024

Oct 25, 2024

SELL
$6.32 - $8.19 $16,507 - $21,392
-2,612 Reduced 86.84%
396 $3.11 Million
Q2 2024

Aug 13, 2024

SELL
$6.32 - $7.89 $147,445 - $184,073
-23,330 Reduced 88.58%
3,008 $19.9 Million
Q1 2024

May 15, 2024

SELL
$6.92 - $9.65 $90,416 - $126,086
-13,066 Reduced 33.16%
26,338 $192 Million
Q4 2023

Mar 01, 2024

BUY
$6.62 - $10.32 $260,854 - $406,649
39,404 New
39,404 $392 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $22.2B
  • 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...
More about SOFI
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