Sofi Technologies shares owned by Creative Planning
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sofi Technologies by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 156k | 7.30 |
2023-12-31 | $1.3M | 135k | 9.95 |
2023-09-30 | $21k | 482k | 0.04 |
2023-06-30 | $86k | 493k | 0.18 |
2023-03-31 | $2.9M | 483k | 6.07 |
2022-12-31 | $2.4M | 523k | 4.61 |
2022-09-30 | $2.4M | 489k | 4.88 |
2022-06-30 | $2.6M | 499k | 5.27 |
2022-03-31 | $2.4M | 482k | 5.00 |
2021-12-31 | $11M | 721k | 15.81 |
2021-09-30 | $10M | 633k | 15.88 |
2021-06-30 | $2.5M | 133k | 19.17 |