A detailed history of Perennial Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 92,904 shares of SOFI stock, worth $1.42 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
92,904
Previous 89,926 3.31%
Holding current value
$1.42 Million
Previous $594,000 22.9%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$6.32 - $8.19 $18,820 - $24,389
2,978 Added 3.31%
92,904 $730,000
Q2 2024

Aug 09, 2024

BUY
$6.32 - $7.89 $49,713 - $62,062
7,866 Added 9.59%
89,926 $594,000
Q1 2024

May 14, 2024

BUY
$6.92 - $9.65 $33,229 - $46,339
4,802 Added 6.22%
82,060 $599,000
Q4 2023

Feb 14, 2024

SELL
$6.62 - $10.32 $12,491 - $19,473
-1,887 Reduced 2.38%
77,258 $768,000
Q3 2023

Nov 14, 2023

BUY
$7.4 - $11.45 $15,355 - $23,758
2,075 Added 2.69%
79,145 $632,000
Q2 2023

Aug 14, 2023

SELL
$4.76 - $9.74 $53,597 - $109,672
-11,260 Reduced 12.75%
77,070 $642,000
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $242,928 - $416,756
53,984 Added 157.18%
88,330 $536,000
Q4 2022

Feb 09, 2023

BUY
$4.3 - $5.95 $30,852 - $42,691
7,175 Added 26.41%
34,346 $158,000
Q3 2022

Nov 09, 2022

BUY
$4.84 - $8.23 $6,558 - $11,151
1,355 Added 5.25%
27,171 $133,000
Q2 2022

Aug 10, 2022

BUY
$5.25 - $9.77 $135,534 - $252,222
25,816 New
25,816 $136,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.2B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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