Concorde Asset Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Sell	16,699 -12,121	-42%	-$256K	0.13%	161
2025 Q4	$755K	Buy	28,820 +3,440	+14%	+$95.9K	0.3%	71
2025 Q3	$658K	Buy	+25,380	New	+$602K	0.28%	81
2025 Q1	$242K	Sell	21,230 -1,860	-8%	-$26.8K	0.13%	143
2024 Q4	$356K	Buy	23,090 +6,245	+37%	+$81.1K	0.19%	97
2024 Q3	$132K	Sell	16,845 -2,029	-11%	-$14.7K	0.07%	169
2024 Q2	$125K	Sell	18,874 -3,200	-14%	-$22.6K	0.08%	158
2024 Q1	$161K	Buy	22,074 +3,300	+18%	+$26.2K	0.11%	128
2023 Q4	$187K	Buy	18,774 +100	+0.5%	+$795	0.13%	151
2023 Q3	$149K	Buy	18,674 +2,124	+13%	+$18.7K	0.13%	136
2023 Q2	$138K	Sell	16,550 -400	-2%	-$2.61K	0.13%	123
2023 Q1	$103K	Buy	16,950 +800	+5%	+$4.85K	0.12%	76
2022 Q4	$74.5K	Buy	16,150 +400	+3%	+$1.98K	0.07%	139
2022 Q3	$77K	Buy	15,750 +250	+2%	+$1.58K	0.09%	136
2022 Q2	$82K	Buy	+15,500	New	+$105K	0.12%	105