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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Quarterly reported holdings in Sofi Technologies by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $658k | 25k | 25.94 |
| 2025-03-31 | $242k | 21k | 11.39 |
| 2024-12-31 | $356k | 23k | 15.40 |
| 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 |