A detailed history of Concorde Asset Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Concorde Asset Management, LLC holds 16,845 shares of SOFI stock, worth $280,637. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,845
Previous 18,874 10.75%
Holding current value
$280,637
Previous $124,000 6.45%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$6.32 - $8.19 $12,823 - $16,617
-2,029 Reduced 10.75%
16,845 $132,000
Q2 2024

Aug 12, 2024

SELL
$6.32 - $7.89 $20,224 - $25,248
-3,200 Reduced 14.5%
18,874 $124,000
Q1 2024

May 15, 2024

BUY
$6.92 - $9.65 $22,836 - $31,845
3,300 Added 17.58%
22,074 $161,000
Q4 2023

Feb 14, 2024

BUY
$6.62 - $10.32 $662 - $1,032
100 Added 0.54%
18,774 $186,000
Q3 2023

Nov 09, 2023

BUY
$7.4 - $11.45 $15,717 - $24,319
2,124 Added 12.83%
18,674 $149,000
Q2 2023

Jul 25, 2023

SELL
$4.76 - $9.74 $1,904 - $3,896
-400 Reduced 2.36%
16,550 $138,000
Q1 2023

May 09, 2023

BUY
$4.5 - $7.72 $3,600 - $6,176
800 Added 4.95%
16,950 $102,000
Q4 2022

Feb 02, 2023

BUY
$4.3 - $5.95 $1,720 - $2,380
400 Added 2.54%
16,150 $74,000
Q3 2022

Oct 31, 2022

BUY
$4.84 - $8.23 $1,210 - $2,057
250 Added 1.61%
15,750 $77,000
Q2 2022

Aug 05, 2022

BUY
$5.25 - $9.77 $81,375 - $151,435
15,500 New
15,500 $82,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $13.3B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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