Perigon Wealth Management’s SoFi Social 50 ETF SFYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $599K | Sell |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $322K | Buy |
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