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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $769K | Sell |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $136K | Buy |
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