Concorde Asset Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $242K | Sell |
21,230
-1,860
| -8% | -$21.2K | 0.13% | 143 |
|
|
2024
Q4 | $356K | Buy |
23,090
+6,245
| +37% | +$96.2K | 0.19% | 97 |
|
|
2024
Q3 | $132K | Sell |
16,845
-2,029
| -11% | -$15.9K | 0.07% | 169 |
|
|
2024
Q2 | $125K | Sell |
18,874
-3,200
| -14% | -$21.2K | 0.08% | 158 |
|
|
2024
Q1 | $161K | Buy |
22,074
+3,300
| +18% | +$24.1K | 0.11% | 128 |
|
|
2023
Q4 | $187K | Buy |
18,774
+100
| +0.5% | +$995 | 0.13% | 151 |
|
|
2023
Q3 | $149K | Buy |
18,674
+2,124
| +13% | +$17K | 0.13% | 136 |
|
|
2023
Q2 | $138K | Sell |
16,550
-400
| -2% | -$3.34K | 0.13% | 123 |
|
|
2023
Q1 | $103K | Buy |
16,950
+800
| +5% | +$4.86K | 0.12% | 76 |
|
|
2022
Q4 | $74.5K | Buy |
16,150
+400
| +3% | +$1.84K | 0.07% | 139 |
|
|
2022
Q3 | $77K | Buy |
15,750
+250
| +2% | +$1.22K | 0.09% | 136 |
|
|
2022
Q2 | $82K | Buy |
+15,500
| New | +$82K | 0.12% | 105 |
|