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Sofi Technologies shares owned by Concorde Asset Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in Sofi Technologies

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All positions including Sofi Technologies held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $132k 17k 7.86
2024-06-30 $125k 19k 6.61
2024-03-31 $161k 22k 7.30
2023-12-31 $187k 19k 9.95
2023-09-30 $149k 19k 7.99
2023-06-30 $138k 17k 8.34
2023-03-31 $103k 17k 6.07
2022-12-31 $75k 16k 4.61
2022-09-30 $77k 16k 4.89
2022-06-30 $82k 16k 5.29