Perigon Wealth Management, LLC Sofi Social 50 ETF Transaction History

Perigon Wealth Management, LLC

  • $3.42 Billion
  • Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in Sofi Social 50 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,906 shares of SFYF stock, worth $369,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,906
Previous 10,637 2.53%
Holding current value
$369,277
Previous $345,000 11.3%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$29.23 - $35.53 $7,862 - $9,557
269 Added 2.53%
10,906 $384,000
Q2 2023

Aug 02, 2023
SELL
$22.17 - $27.77 $1,108 - $1,388
-50 Reduced 0.47%
10,637 $294,000
Q4 2022

Feb 14, 2023
BUY
$18.61 - $23.67 $8,076 - $10,272
434 Added 4.23%
10,687 $207,000
Q3 2022

Dec 13, 2022
BUY
$22.12 - $29.29 $27,074 - $35,850
1,224 Added 13.56%
10,253 $227,000
Q1 2022

May 16, 2022
BUY
$26.61 - $38.42 $12,692 - $18,326
477 Added 5.58%
9,029 $302,000
Q4 2021

Feb 11, 2022
BUY
$36.49 - $42.9 $312,062 - $366,880
8,552 New
8,552 $322,000
Q3 2011

Nov 14, 2022
BUY
N/A
1,224
10,253 $227,000

Others Institutions Holding SFYF

# of Institutions
6
Shares Held
19.7K
Call Options Held
0
Put Options Held
0
View Full List

About SOFI SOCIAL 50 ETF

SFYF Quotes by TradingView
  • Ticker SFYF
  • Sector ETFs
  • Industry ETFs
More about SFYF
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