Concourse Financial Group Securities, Inc. So Fi Technologies, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$9.5 - $18.21 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$11.18 - $18.03 $10,252 - $16,533	-917 Closed	0 $0
Q4 2024 Feb 13, 2025	BUY	$7.63 - $16.88 $6,996 - $15,478	917 New	917 $14,000
Q3 2024 Oct 10, 2024	BUY	$6.32 - $8.19 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	SELL	$6.32 - $7.89 $6,320 - $7,890	-1,000 Closed	0 $0
Q1 2024 Apr 30, 2024	BUY	$6.92 - $9.65 $6,920 - $9,650	1,000 New	1,000 $7,000
Q4 2023 Feb 07, 2024	BUY	$6.62 - $10.32 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$7.4 - $11.45 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$7.4 - $11.45 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$4.76 - $9.74 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$4.5 - $7.72 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$4.3 - $5.95 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$4.84 - $8.23 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	SELL	$5.25 - $9.77 $2,625 - $4,885	-500 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$14.27 - $23.29 $7,135 - $11,645	500 New	500 $8,000
Q3 2021 Nov 09, 2021	BUY	$13.75 - $18.25 $0 - $0	0 New	0 $0
Q2 2021 Aug 13, 2021	BUY	$14.61 - $23.89 $0 - $0	0 New	0 $0

Others Institutions Holding SOFI

# of Institutions

1,029

Shares Held

641M

Call Options Held

133M

Put Options Held

112M

Vanguard Group Inc Valley Forge, PA

107M
Shares

$3.31 Billion
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

46.8M
Shares

$1.45 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

45.5M
Shares

$1.41 Billion
0.01% of portfolio
D. E. Shaw & Co., Inc. New York, NY

29.3M
Shares

$905 Million
0.43% of portfolio
Geode Capital Management, LLC Boston, MA

21.7M
Shares

$671 Million
0.04% of portfolio

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $24.7B
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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