SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 142,936 Value ($000) $3,742 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 137,612 Value ($000) $3,636 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 156,682 Value ($000) $2,853 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 173,739 Value ($000) $2,021 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 92,981 Value ($000) $1,432 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 104,203 Value ($000) $819 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 89,416 Value ($000) $591 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 67,205 Value ($000) $491 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 56,130 Value ($000) $558 Avg Close $7.95 Range $6.41 - $10.49