Keystone Financial Services (Colorado)’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	$236K	Sell	12,967 -119	-0.9%	-$2.17K	0.08%	99
2025 Q1	$152K	Sell	13,086 -79	-0.6%	-$919	0.06%	97
2024 Q4	$203K	Buy	13,165 +543	+4%	+$8.36K	0.08%	99
2024 Q3	$99.2K	Buy	+12,622	New	+$99.2K	0.04%	97