SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Cresset Asset Management, LLC's Holding History (CIK: 0001761013)

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

Q4 2025
Shares 405,959 Value ($000) $10,628 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 429,974 Value ($000) $11,360 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 426,925 Value ($000) $7,774 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 429,289 Value ($000) $4,993 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 438,581 Value ($000) $6,754 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 888,148 Value ($000) $6,981 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 881,830 Value ($000) $5,829 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 886,374 Value ($000) $6,471 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 453,499 Value ($000) $4,512 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 457,406 Value ($000) $3,655 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 455,389 Value ($000) $3,798 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 16,869 Value ($000) $102 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 14,969 Value ($000) $69 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 13,667 Value ($000) $67 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 32,102 Value ($000) $169 Avg Close $6.76 Range $4.82 - $10.10
Q1 2022
Shares 32,726 Value ($000) $310 Avg Close $11.48 Range $7.74 - $16.47
Q4 2021
Shares 29,888 Value ($000) $473 Avg Close $18.35 Range $13.66 - $24.65
Q3 2021
Shares 14,000 Value ($000) $222 Avg Close $15.67 Range $13.56 - $19.24