Salem Investment Counselors’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 | $6.1K | Buy |
335
+125
| +60% | +$2.28K | ﹤0.01% | 922 |
|
|
2025
Q1 | $2.44K | Buy |
+210
| New | +$2.44K | ﹤0.01% | 1009 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$3K | – | 1118 |
|
|
2022
Q2 | $3K | Hold |
550
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $5K | Sell |
550
-180
| -25% | -$1.64K | ﹤0.01% | 850 |
|
|
2021
Q4 | $12K | Buy |
730
+180
| +33% | +$2.96K | ﹤0.01% | 800 |
|
|
2021
Q3 | $9K | Hold |
550
| – | – | ﹤0.01% | 780 |
|
|
2021
Q2 | $11K | Hold |
550
| – | – | ﹤0.01% | 705 |
|
|
2021
Q1 | $9K | Buy |
+550
| New | +$9K | ﹤0.01% | 695 |
|