Regal Investment Advisors LLC So Fi Technologies, Inc. Transaction History

Regal Investment Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$6.32 - $7.89 $8,468 - $10,572	1,340 Added 7.27%	19,774 $130,000
Q1 2024 May 15, 2024	SELL	$6.92 - $9.65 $12,040 - $16,791	-1,740 Reduced 8.62%	18,434 $134,000
Q4 2023 Feb 14, 2024	SELL	$6.62 - $10.32 $144,342 - $225,017	-21,804 Reduced 51.94%	20,174 $200,000
Q3 2023 Nov 13, 2023	SELL	$7.4 - $11.45 $12,387 - $19,167	-1,674 Reduced 3.83%	41,978 $335,000
Q2 2023 Aug 11, 2023	SELL	$4.76 - $9.74 $567,334 - $1.16 Million	-119,188 Reduced 73.19%	43,652 $364,000
Q1 2023 May 11, 2023	BUY	$4.5 - $7.72 $609,183 - $1.05 Million	135,374 Added 492.88%	162,840 $988,000
Q4 2022 Mar 01, 2023	SELL	$4.3 - $5.95 $25,331 - $35,051	-5,891 Reduced 17.66%	27,466 $126,000
Q3 2022 Nov 15, 2022	BUY	$4.84 - $8.23 $7,119 - $12,106	1,471 Added 4.61%	33,357 $163,000
Q2 2022 Aug 09, 2022	BUY	$5.25 - $9.77 $19,020 - $35,396	3,623 Added 12.82%	31,886 $168,000
Q1 2022 May 09, 2022	BUY	$7.93 - $15.68 $224,125 - $443,163	28,263 New	28,263 $267,000

742

500M

71.7M

63.4M

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $12.3B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

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