Salem Investment Counselors’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$8.85K Hold
2025
Q2
$6.1K Buy
2025
Q1
$2.44K Buy
2022
Q3
Sell
2022
Q2
$3K Hold
2022
Q1
$5K Sell
2021
Q4
$12K Buy
2021
Q3
$9K Hold
2021
Q2
$11K Hold
2021
Q1
$9K Buy