Coordinated Financial Services’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	$424K	Sell	23,300 -2,400	-9%	-$43.7K	0.29%	91
2025 Q1	$299K	Buy	25,700 +600	+2%	+$6.98K	0.23%	109
2024 Q4	$387K	Buy	+25,100	New	+$387K	0.3%	93
2024 Q2	$158K	Hold	23,900	–	–	0.14%	128
2024 Q1	$174K	Buy	+23,900	New	+$174K	0.15%	131