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

Key Client Fiduciary Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
13,682
-410
-3% -$7.47K 0.1% 167
2025
Q1 		$164K Buy
14,092
+1,445
+11% +$16.8K 0.07% 181
2024
Q4 		$195K Buy
+12,647
New +$195K 0.09% 182