Concorde Asset Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
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