Perigon Wealth Management, LLC Sofi Social 50 ETF Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 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 11,221 shares of SFYF stock, worth $501,578. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,221

Previous 11,741 4.43%

Holding current value

$501,578

Previous $440,000 9.77%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$36.72 - $45.7 $19,094 - $23,764	-520 Reduced 4.43%	11,221 $483,000
Q3 2024 Oct 16, 2024	BUY	$31.91 - $38.38 $26,644 - $32,047	835 Added 7.66%	11,741 $440,000
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

Shares Held

79.9K

Call Options Held

Put Options Held

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About SOFI SOCIAL 50 ETF

Ticker SFYF
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Sofi Social 50 ETF Transaction History