Key Client Fiduciary Advisors’s SoFi Technologies SOFI Stock Holding History

Key Client Fiduciary Advisors’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	$373K	Buy
2025 Q2	$249K	Sell
2025 Q1	$164K	Buy
2024 Q4	$195K	Buy