Keystone Financial Services (Nebraska)’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	$953K	Buy	52,332 +2,430	+5%	+$44.3K	0.72%	26
2025 Q1	$580K	Buy	49,902 +32,046	+179%	+$373K	0.49%	32
2024 Q4	$275K	Buy	+17,856	New	+$275K	0.25%	37