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
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Quarterly reported holdings in Sofi Technologies by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 203k | 26.42 |
| 2025-06-30 | $3.1M | 169k | 18.21 |
| 2025-03-31 | $1.5M | 126k | 11.63 |
| 2024-12-31 | $1.3M | 82k | 15.40 |
| 2024-09-30 | $1.2M | 152k | 7.86 |
| 2024-06-30 | $1.0M | 152k | 6.61 |
| 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 |