A detailed history of Perigon Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 38,260 shares of SOFI stock, worth $587,291. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,260
Previous 39,122 2.2%
Holding current value
$587,291
Previous $258,000 16.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

SELL
$6.32 - $8.19 $5,447 - $7,059
-862 Reduced 2.2%
38,260 $300,000
Q2 2024

Aug 02, 2024

SELL
$6.32 - $7.89 $19,427 - $24,253
-3,074 Reduced 7.29%
39,122 $258,000
Q1 2024

Apr 29, 2024

SELL
$6.92 - $9.65 $18,012 - $25,118
-2,603 Reduced 5.81%
42,196 $308,000
Q4 2023

Jan 29, 2024

SELL
$6.62 - $10.32 $8,030 - $12,518
-1,213 Reduced 2.64%
44,799 $445,000
Q3 2023

Oct 30, 2023

BUY
$7.4 - $11.45 $31,649 - $48,971
4,277 Added 10.25%
46,012 $367,000
Q2 2023

Aug 02, 2023

SELL
$4.76 - $9.74 $479,046 - $980,233
-100,640 Reduced 70.69%
41,735 $348,000
Q1 2023

May 03, 2023

BUY
$4.5 - $7.72 $530,158 - $909,516
117,813 Added 479.66%
142,375 $864,000
Q4 2022

Feb 14, 2023

BUY
$4.3 - $5.95 $12,315 - $17,040
2,864 Added 13.2%
24,562 $113,000
Q3 2022

Dec 13, 2022

SELL
$4.84 - $8.23 $2,913 - $4,954
-602 Reduced 2.7%
21,698 $106,000
Q2 2022

Aug 11, 2022

BUY
$5.25 - $9.77 $15,750 - $29,310
3,000 Added 15.54%
22,300 $118,000
Q1 2022

May 16, 2022

BUY
$7.93 - $15.68 $6,732 - $13,312
849 Added 4.6%
19,300 $182,000
Q4 2021

Feb 11, 2022

BUY
$14.27 - $23.29 $115,587 - $188,649
8,100 Added 78.25%
18,451 $292,000
Q3 2021

Nov 01, 2021

BUY
$13.75 - $18.25 $142,326 - $188,905
10,351 New
10,351 $164,000
Q3 2011

Nov 14, 2022

SELL
N/A
-602
21,698 $106,000

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 $12.3B
  • 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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