SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 98,054 Value ($000) $2,567 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 111,482 Value ($000) $2,945 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 111,525 Value ($000) $2,031 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 100,717 Value ($000) $1,171 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 102,007 Value ($000) $1,571 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 92,904 Value ($000) $730 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 89,926 Value ($000) $594 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 82,060 Value ($000) $599 Avg Close $7.94 Range $6.82 - $9.81
Q4 2023
Shares 77,258 Value ($000) $769 Avg Close $7.95 Range $6.41 - $10.49
Q3 2023
Shares 79,145 Value ($000) $632 Avg Close $8.79 Range $7.37 - $11.70
Q2 2023
Shares 77,070 Value ($000) $643 Avg Close $6.52 Range $4.45 - $10.23
Q1 2023
Shares 88,330 Value ($000) $536 Avg Close $6.06 Range $4.43 - $8.24
Q4 2022
Shares 34,346 Value ($000) $158 Avg Close $4.96 Range $4.24 - $6.47
Q3 2022
Shares 27,171 Value ($000) $133 Avg Close $6.33 Range $4.79 - $8.52
Q2 2022
Shares 25,816 Value ($000) $136 Avg Close $6.76 Range $4.82 - $10.10