Concurrent Investment Advisors, LLC's ownership history for SOFI

Concurrent Investment Advisors, LLC currently holds 137.6K shares with a market value of $3.6M. It started holding SOFI on 2024-09-30. At its peak, it held 173.7K shares on 2025-03-31. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 93.0K shares on 2024-12-31, with a value of $819.0K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 36.1K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 33.4K.

It has also owned 50 contracts of calls, with the market value of the underlying securities totaling $132.1K on 2024-12-31. At its peak, it held 70 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $132.1K on 2025-09-30. At its lowest, it held 25 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $29.1K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 25 contracts.