Regal Investment Advisors’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 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