A detailed history of Cresset Asset Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 888,148 shares of SOFI stock, worth $12.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
888,148
Previous 881,830 0.72%
Holding current value
$12.6 Million
Previous $5.83 Million 19.77%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$6.32 - $8.19 $39,929 - $51,744
6,318 Added 0.72%
888,148 $6.98 Million
Q2 2024

Aug 14, 2024

SELL
$6.32 - $7.89 $28,718 - $35,852
-4,544 Reduced 0.51%
881,830 $5.83 Million
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $3 Million - $4.18 Million
432,875 Added 95.45%
886,374 $6.47 Million
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $25,864 - $40,320
-3,907 Reduced 0.85%
453,499 $4.51 Million
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $14,925 - $23,094
2,017 Added 0.44%
457,406 $3.65 Million
Q2 2023

Aug 14, 2023

BUY
$4.76 - $9.74 $2.09 Million - $4.27 Million
438,520 Added 2599.56%
455,389 $3.8 Million
Q1 2023

May 12, 2023

BUY
$4.5 - $7.72 $8,550 - $14,668
1,900 Added 12.69%
16,869 $102,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $5,598 - $7,746
1,302 Added 9.53%
14,969 $69,000
Q3 2022

Nov 14, 2022

SELL
$4.84 - $8.23 $89,225 - $151,720
-18,435 Reduced 57.43%
13,667 $67,000
Q2 2022

Aug 15, 2022

SELL
$5.25 - $9.77 $3,276 - $6,096
-624 Reduced 1.91%
32,102 $169,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $22,505 - $44,499
2,838 Added 9.5%
32,726 $310,000
Q4 2021

Feb 10, 2022

BUY
$14.27 - $23.29 $226,721 - $370,031
15,888 Added 113.49%
29,888 $473,000
Q3 2021

Nov 15, 2021

BUY
$13.75 - $18.25 $192,500 - $255,500
14,000 New
14,000 $222,000

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 $11.3B
  • 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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