Keystone Financial Group (Kentucky)’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23,120	Closed	-$193K	–	315
2023 Q2	$193K	Buy	+23,120	New	+$193K	0.03%	287
2022 Q4	$107K	Buy	23,120 +265	+1%	+$1.22K	0.02%	278
2022 Q3	$112K	Buy	22,855 +1,070	+5%	+$5.24K	0.02%	277
2022 Q2	$115K	Buy	+21,785	New	+$115K	0.02%	284