Perigon Wealth Management’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
Q3 | $972K | Sell |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $106K | Sell |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $182K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $164K | Buy |
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