A detailed history of Concurrent Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,000 shares of SOFI stock, worth $104,370. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,000
Previous 104,203 93.28%
Holding current value
$104,370
Previous $819 Million 86.84%
% of portfolio
0.0%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

SELL
$7.63 - $16.88 $85,623 - $189,427
-11,222 Reduced 10.77%
92,981 $1.43 Billion
Q3 2024

Oct 30, 2024

BUY
$6.32 - $8.19 $93,453 - $121,105
14,787 Added 16.54%
104,203 $819 Million
Q2 2024

Jul 30, 2024

BUY
$6.32 - $7.89 $140,373 - $175,244
22,211 Added 33.05%
89,416 $591 Million
Q1 2024

May 07, 2024

BUY
$6.92 - $9.65 $76,639 - $106,873
11,075 Added 19.73%
67,205 $491 Million
Q4 2023

Apr 15, 2024

BUY
$6.62 - $10.32 $371,580 - $579,261
56,130 New
56,130 $558 Million

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 $11.9B
  • 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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