Concurrent Investment Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
156,682
-17,057
| -10% | -$311K | 0.06% | 339 |
|
|
2025
Q1 | $2.02M | Buy |
173,739
+80,758
| +87% | +$939K | 0.05% | 361 |
|
|
2024
Q4 | $1.43M | Sell |
92,981
-11,222
| -11% | -$173K | 0.04% | 401 |
|
|
2024
Q3 | $819K | Buy |
104,203
+14,787
| +17% | +$116K | 0.02% | 509 |
|
|
2024
Q2 | $591K | Buy |
89,416
+22,211
| +33% | +$147K | 0.02% | 537 |
|
|
2024
Q1 | $491K | Buy |
67,205
+11,075
| +20% | +$80.8K | 0.02% | 555 |
|
|
2023
Q4 | $558K | Buy |
+56,130
| New | +$558K | 0.03% | 472 |
|