SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 221,750 Value ($000) $5,805 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 202,940 Value ($000) $5,362 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 169,059 Value ($000) $3,079 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 125,863 Value ($000) $1,464 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 82,293 Value ($000) $1,267 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 152,030 Value ($000) $1,195 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 152,348 Value ($000) $1,007 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 155,508 Value ($000) $1,135 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 135,157 Value ($000) $1,345 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 480,996 Value ($000) $3,843 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 492,135 Value ($000) $4,104 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 483,245 Value ($000) $2,933 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 522,565 Value ($000) $2,409 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 488,877 Value ($000) $2,386 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 499,391 Value ($000) $2,632 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 479,683 Value ($000) $4,533 Avg Close $11.48 Range $7.74 - $16.47
Q4 2021
Shares 720,723 Value ($000) $11,395 Avg Close $18.35 Range $13.66 - $24.65
Q3 2021
Shares 632,501 Value ($000) $10,044 Avg Close $15.67 Range $13.56 - $19.24
Q2 2021
Shares 132,948 Value ($000) $2,549 Avg Close $18.54 Range $14.14 - $24.95