Concourse Financial Group Securities’s SoFi Technologies SOFI Stock Holding History

Concourse Financial Group Securities’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-917	Closed	-$16.1K	–	1753
2024 Q4	$16.1K	Buy	+917	New	+$11.9K	﹤0.01%	1605
2024 Q2	–	Sell	-1,000	Closed	-$7.05K	–	2382
2024 Q1	$7.3K	Buy	+1,000	New	+$7.94K	﹤0.01%	1806
2022 Q2	–	Sell	-500	Closed	-$3.38K	–	2306
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	1870
2021 Q4	$8K	Buy	+500	New	+$9.18K	﹤0.01%	1936

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concourse Financial Group Securities's SOFI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 917 shares — an estimated $16.1K sold.

Concourse Financial Group Securities first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $16.1K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Concourse Financial Group Securities reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 917 SoFi Technologies shares in Q1 2025, an estimated $16.1K.
Concourse Financial Group Securities first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
Concourse Financial Group Securities's SoFi Technologies position peaked at $16.1K in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.