Keystone Financial Services (Nebraska)’s SoFi Technologies SOFI Stock Holding History

Keystone Financial Services (Nebraska)’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	$1.36M	Sell
2025 Q2	$953K	Buy
2025 Q1	$580K	Buy
2024 Q4	$275K	Buy