Coldstream Capital Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,757	Closed	-$125K	–	3026
2025 Q1	$125K	Sell	10,757 -3,934	-27%	-$45.8K	﹤0.01%	1230
2024 Q4	$226K	Buy	14,691 +2,865	+24%	+$44.1K	﹤0.01%	958
2024 Q3	$121K	Buy	+11,826	New	+$121K	﹤0.01%	1059