Perennial Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Buy	105,739 +7,685	+8%	+$162K	0.13%	130
2025 Q4	$2.57M	Sell	98,054 -13,428	-12%	-$374K	0.2%	96
2025 Q3	$2.95M	Sell	111,482 -43	-0%	-$1.02K	0.24%	83
2025 Q2	$2.03M	Buy	111,525 +10,808	+11%	+$143K	0.2%	103
2025 Q1	$1.17M	Sell	100,717 -1,290	-1%	-$18.6K	0.13%	141
2024 Q4	$1.57M	Buy	102,007 +9,103	+10%	+$118K	0.19%	96
2024 Q3	$730K	Buy	92,904 +2,978	+3%	+$21.6K	0.09%	173
2024 Q2	$594K	Buy	89,926 +7,866	+10%	+$55.5K	0.09%	175
2024 Q1	$599K	Buy	82,060 +4,802	+6%	+$38.1K	0.09%	171
2023 Q4	$769K	Sell	77,258 -1,887	-2%	-$15K	0.13%	134
2023 Q3	$632K	Buy	79,145 +2,075	+3%	+$18.2K	0.12%	145
2023 Q2	$643K	Sell	77,070 -11,260	-13%	-$73.4K	0.11%	151
2023 Q1	$536K	Buy	88,330 +53,984	+157%	+$327K	0.1%	165
2022 Q4	$158K	Buy	34,346 +7,175	+26%	+$35.6K	0.06%	209
2022 Q3	$133K	Buy	27,171 +1,355	+5%	+$8.57K	0.06%	196
2022 Q2	$136K	Buy	+25,816	New	+$174K	0.05%	195