Perennial Investment Advisors, LLC's ownership history for SOFI

Perennial Investment Advisors, LLC currently holds 105.7K shares with a market value of $1.7M. It started holding SOFI on 2024-09-30. At its peak, it held 111.5K shares on 2025-06-30. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 92.9K shares on 2024-09-30, with a value of $730.2K on 2024-09-30. In the recent 180 days, Perennial Investment Advisors, LLC has decreased its shares by 5.7K. In the recent year, Perennial Investment Advisors, LLC has increased its shares by 5.0K.

It has also owned 30 contracts of calls, with the market value of the underlying securities totaling $47.6K on 2025-03-31. At its peak, it held 50 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $91.0K on 2025-06-30. At its lowest, it held 8 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $20.9K on 2025-12-31. In the recent 180 days, Perennial Investment Advisors, LLC has decreased its holdings by 20 contracts.