Perennial Investment Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
111,525
+10,808
| +11% | +$197K | 0.2% | 103 |
|
|
2025
Q1 | $1.17M | Sell |
100,717
-1,290
| -1% | -$15K | 0.13% | 141 |
|
|
2024
Q4 | $1.57M | Buy |
102,007
+9,103
| +10% | +$140K | 0.19% | 96 |
|
|
2024
Q3 | $730K | Buy |
92,904
+2,978
| +3% | +$23.4K | 0.09% | 173 |
|
|
2024
Q2 | $594K | Buy |
89,926
+7,866
| +10% | +$52K | 0.08% | 175 |
|
|
2024
Q1 | $599K | Buy |
82,060
+4,802
| +6% | +$35.1K | 0.09% | 170 |
|
|
2023
Q4 | $769K | Sell |
77,258
-1,887
| -2% | -$18.8K | 0.13% | 133 |
|
|
2023
Q3 | $632K | Buy |
79,145
+2,075
| +3% | +$16.6K | 0.11% | 145 |
|
|
2023
Q2 | $643K | Sell |
77,070
-11,260
| -13% | -$93.9K | 0.11% | 150 |
|
|
2023
Q1 | $536K | Buy |
88,330
+53,984
| +157% | +$328K | 0.1% | 165 |
|
|
2022
Q4 | $158K | Buy |
34,346
+7,175
| +26% | +$33.1K | 0.06% | 209 |
|
|
2022
Q3 | $133K | Buy |
27,171
+1,355
| +5% | +$6.63K | 0.06% | 196 |
|
|
2022
Q2 | $136K | Buy |
+25,816
| New | +$136K | 0.05% | 195 |
|