SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

CreativeOne Wealth, LLC's Holding History (CIK: 0001739728)

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

Q4 2025
Shares 43,020 Value ($000) $1,126 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 34,559 Value ($000) $913 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 24,209 Value ($000) $441 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 11,011 Value ($000) $128 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 12,181 Value ($000) $188 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 12,001 Value ($000) $94 Avg Close $7.27 Range $6.01 - $8.53
Q2 2023
Shares 20,721 Value ($000) $0 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 22,554 Value ($000) $0 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 48,999 Value ($000) $0 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 48,990 Value ($000) $239 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 55,028 Value ($000) $290 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 17,799 Value ($000) $168 Avg Close $11.48 Range $7.74 - $16.47
Q3 2021
Shares 36,080 Value ($000) $573 Avg Close $15.67 Range $13.56 - $19.24
Q2 2021
Shares 11,600 Value ($000) $222 Avg Close $18.54 Range $14.14 - $24.95