Concourse Financial Group Securities’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 | – | Sell |
-917
| Closed | -$16.1K | – | 7154 |
|
|
2024
Q4 | $16.1K | Buy |
+917
| New | +$16.1K | ﹤0.01% | 1604 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7633 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$7.3K | – | 7644 |
|
|
2024
Q1 | $7.3K | Buy |
+1,000
| New | +$7.3K | ﹤0.01% | 1805 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7578 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7398 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7219 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6962 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6975 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6793 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$5K | – | 6725 |
|
|
2022
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 1932 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6312 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6093 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5882 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5707 |
|