Perigon Wealth Management’s SoFi Social 50 ETF SFYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
11,221
| – | – | 0.01% | 652 |
|
|
2025
Q1 | $431K | Hold |
11,221
| – | – | 0.01% | 681 |
|
|
2024
Q4 | $487K | Sell |
11,221
-520
| -4% | -$22.6K | 0.01% | 647 |
|
|
2024
Q3 | $441K | Buy |
11,741
+835
| +8% | +$31.4K | 0.01% | 649 |
|
|
2024
Q2 | $384K | Buy |
10,906
+269
| +3% | +$9.47K | 0.01% | 605 |
|
|
2024
Q1 | $346K | Hold |
10,637
| – | – | 0.01% | 640 |
|
|
2023
Q4 | $318K | Hold |
10,637
| – | – | 0.01% | 634 |
|
|
2023
Q3 | $283K | Hold |
10,637
| – | – | 0.01% | 608 |
|
|
2023
Q2 | $294K | Sell |
10,637
-50
| -0.5% | -$1.38K | 0.01% | 614 |
|
|
2023
Q1 | $254K | Hold |
10,687
| – | – | 0.01% | 597 |
|
|
2022
Q4 | $208K | Buy |
10,687
+434
| +4% | +$8.44K | 0.01% | 645 |
|
|
2022
Q3 | $227K | Buy |
10,253
+1,224
| +14% | +$27.1K | 0.02% | 503 |
|
|
2022
Q2 | $206K | Hold |
9,029
| – | – | 0.02% | 534 |
|
|
2022
Q1 | $302K | Buy |
9,029
+477
| +6% | +$16K | 0.02% | 452 |
|
|
2021
Q4 | $322K | Buy |
+8,552
| New | +$322K | 0.02% | 435 |
|