Regal Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Regal Investment Advisors’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 Q1	–	Sell	-16,548	Closed	-$255K	–	489
2024 Q4	$255K	Buy	+16,548	New	+$215K	0.02%	439
2024 Q3	–	Sell	-19,774	Closed	-$131K	–	566
2024 Q2	$131K	Buy	19,774 +1,340	+7%	+$9.45K	0.01%	556
2024 Q1	$135K	Sell	18,434 -1,740	-9%	-$13.8K	0.01%	562
2023 Q4	$201K	Sell	20,174 -21,804	-52%	-$173K	0.02%	517
2023 Q3	$335K	Sell	41,978 -1,674	-4%	-$14.7K	0.03%	370
2023 Q2	$364K	Sell	43,652 -119,188	-73%	-$777K	0.03%	356
2023 Q1	$988K	Buy	162,840 +135,374	+493%	+$821K	0.09%	198
2022 Q4	$127K	Sell	27,466 -5,891	-18%	-$29.2K	0.01%	470
2022 Q3	$163K	Buy	33,357 +1,471	+5%	+$9.31K	0.02%	450
2022 Q2	$168K	Buy	31,886 +3,623	+13%	+$24.5K	0.02%	469
2022 Q1	$267K	Buy	+28,263	New	+$325K	0.02%	441

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Regal Investment Advisors's SOFI Position: Q1 2025 in Review

Regal Investment Advisors sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 16,548 shares — an estimated $255K sold.

Regal Investment Advisors first reported a position in SOFI in Q1 2022 and held it in 11 quarters. The position peaked at $988K in Q1 2023. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Regal Investment Advisors reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Regal Investment Advisors sold 16,548 SoFi Technologies shares in Q1 2025, an estimated $255K.
Regal Investment Advisors first reported a position in SoFi Technologies in Q1 2022 and held it in 11 quarters.
Regal Investment Advisors's SoFi Technologies position peaked at $988K in Q1 2023.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.