Perigon Wealth Management’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 | $715K | Sell |
39,290
-57
| -0.1% | -$1.04K | 0.02% | 576 |
|
|
2025
Q1 | $458K | Sell |
39,347
-960
| -2% | -$11.2K | 0.01% | 663 |
|
|
2024
Q4 | $657K | Buy |
40,307
+2,047
| +5% | +$33.4K | 0.02% | 564 |
|
|
2024
Q3 | $301K | Sell |
38,260
-862
| -2% | -$6.78K | 0.01% | 790 |
|
|
2024
Q2 | $259K | Sell |
39,122
-3,074
| -7% | -$20.3K | 0.01% | 746 |
|
|
2024
Q1 | $308K | Sell |
42,196
-2,603
| -6% | -$19K | 0.01% | 675 |
|
|
2023
Q4 | $446K | Sell |
44,799
-1,213
| -3% | -$12.1K | 0.01% | 529 |
|
|
2023
Q3 | $368K | Buy |
46,012
+4,277
| +10% | +$34.2K | 0.01% | 524 |
|
|
2023
Q2 | $348K | Sell |
41,735
-100,640
| -71% | -$839K | 0.01% | 561 |
|
|
2023
Q1 | $864K | Buy |
142,375
+117,813
| +480% | +$715K | 0.05% | 299 |
|
|
2022
Q4 | $113K | Buy |
24,562
+2,864
| +13% | +$13.2K | 0.01% | 669 |
|
|
2022
Q3 | $106K | Sell |
21,698
-602
| -3% | -$2.94K | 0.01% | 554 |
|
|
2022
Q2 | $118K | Buy |
22,300
+3,000
| +16% | +$15.9K | 0.01% | 547 |
|
|
2022
Q1 | $182K | Buy |
19,300
+849
| +5% | +$8.01K | 0.01% | 580 |
|
|
2021
Q4 | $292K | Buy |
18,451
+8,100
| +78% | +$128K | 0.02% | 459 |
|
|
2021
Q3 | $164K | Buy |
+10,351
| New | +$164K | 0.01% | 515 |
|