Back to SOFI
Concurrent Investment Advisors, LLC → SOFI
Concurrent Investment Advisors, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
14
Latest value
$31K
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $132K |
| Q3 2025 | $3.6M |
| Q4 2025 | $65K |
| Q4 2025 | $249K |
| Q4 2025 | $3.5M |
| Q1 2026 | $40K |
| Q1 2026 | $43K |
| Q1 2026 | $2M |
| Q2 2026 | $17K |
| Q2 2026 | $2.2M |
| Q2 2026 | $45K |
| Q3 2026 | $3.1M |
| Q3 2026 | $5K |
| Q3 2026 | $31K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31K | 2.0K | — | — |
| Q3 2026 | $5K | 311 | — | — |
| Q3 2026 | $3.1M | 200.2K | — | — |
| Q2 2026 | $45K | 2.5K | — | — |
| Q2 2026 | $2.2M | 123.7K | — | — |
| Q2 2026 | $17K | 961 | — | — |
| Q1 2026 | $2M | 126.3K | — | — |
| Q1 2026 | $43K | 2.7K | — | — |
| Q1 2026 | $40K | 2.5K | — | — |
| Q4 2025 | $3.5M | 133.4K | — | — |
| Q4 2025 | $249K | 9.5K | — | — |
| Q4 2025 | $65K | 2.5K | — | — |
| Q3 2025 | $3.6M | 137.6K | — | — |
| Q3 2025 | $132K | 5.0K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M