Concurrent Investment Advisors’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	$2.05M	Sell	128,981 -13,955	-10%	-$294K	0.02%	609
2025 Q4	$3.74M	Buy	142,936 +5,324	+4%	+$148K	0.04%	398
2025 Q3	$3.64M	Sell	137,612 -19,070	-12%	-$453K	0.06%	306
2025 Q2	$2.85M	Sell	156,682 -17,057	-10%	-$225K	0.06%	341
2025 Q1	$2.02M	Buy	173,739 +80,758	+87%	+$1.16M	0.05%	363
2024 Q4	$1.43M	Sell	92,981 -11,222	-11%	-$146K	0.04%	404
2024 Q3	$819K	Buy	104,203 +14,787	+17%	+$107K	0.02%	513
2024 Q2	$591K	Buy	89,416 +22,211	+33%	+$157K	0.02%	544
2024 Q1	$491K	Buy	67,205 +11,075	+20%	+$88K	0.02%	558
2023 Q4	$558K	Buy	+56,130	New	+$446K	0.03%	474