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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $132K | Sell |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $161K | Buy |
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|
2023
Q4 | $187K | Buy |
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|
2023
Q3 | $149K | Buy |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $74.5K | Buy |
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|
2022
Q3 | $77K | Buy |
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|
2022
Q2 | $82K | Buy |
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