Regal Investment Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,548
| Closed | -$255K | – | 489 |
|
|
2024
Q4 | $255K | Buy |
+16,548
| New | +$255K | 0.02% | 439 |
|
|
2024
Q3 | – | Sell |
-19,774
| Closed | -$131K | – | 564 |
|
|
2024
Q2 | $131K | Buy |
19,774
+1,340
| +7% | +$8.86K | 0.01% | 555 |
|
|
2024
Q1 | $135K | Sell |
18,434
-1,740
| -9% | -$12.7K | 0.01% | 561 |
|
|
2023
Q4 | $201K | Sell |
20,174
-21,804
| -52% | -$217K | 0.02% | 517 |
|
|
2023
Q3 | $335K | Sell |
41,978
-1,674
| -4% | -$13.4K | 0.03% | 369 |
|
|
2023
Q2 | $364K | Sell |
43,652
-119,188
| -73% | -$994K | 0.03% | 356 |
|
|
2023
Q1 | $988K | Buy |
162,840
+135,374
| +493% | +$822K | 0.09% | 197 |
|
|
2022
Q4 | $127K | Sell |
27,466
-5,891
| -18% | -$27.2K | 0.01% | 469 |
|
|
2022
Q3 | $163K | Buy |
33,357
+1,471
| +5% | +$7.19K | 0.02% | 449 |
|
|
2022
Q2 | $168K | Buy |
31,886
+3,623
| +13% | +$19.1K | 0.02% | 469 |
|
|
2022
Q1 | $267K | Buy |
+28,263
| New | +$267K | 0.02% | 439 |
|