Coordinated Financial Services’s SoFi Technologies SOFI Stock Holding History

Coordinated Financial Services’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$512K	Sell
2025 Q2	$424K	Sell
2025 Q1	$299K	Buy
2024 Q4	$387K	Buy
2024 Q2	$158K	Hold
2024 Q1	$174K	Buy