Caliber Wealth Management (Utah)’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $280K | Sell |
38,344
-5,507
| -13% | -$40.2K | 0.15% | 56 |
|
|
2023
Q4 | $436K | Hold |
43,851
| – | – | 0.26% | 51 |
|
|
2023
Q3 | $350K | Hold |
43,851
| – | – | 0.24% | 51 |
|
|
2023
Q2 | $366K | Hold |
43,851
| – | – | 0.25% | 51 |
|
|
2023
Q1 | $266K | Hold |
43,851
| – | – | 0.2% | 54 |
|
|
2022
Q4 | $202K | Hold |
43,851
| – | – | 0.15% | 85 |
|
|
2022
Q3 | $214K | Hold |
43,851
| – | – | 0.17% | 63 |
|
|
2022
Q2 | $231K | Buy |
+43,851
| New | +$231K | 0.18% | 62 |
|
|
2022
Q1 | – | Sell |
-29,392
| Closed | -$388K | – | 68 |
|
|
2021
Q4 | $388K | Buy |
+29,392
| New | +$388K | 0.27% | 60 |
|