Caliber Wealth Management (Utah)’s SoFi Technologies SOFI Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio SOFI Stock Details SOFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$280K	Sell
2023 Q4	$436K	Hold
2023 Q3	$350K	Hold
2023 Q2	$366K	Hold
2023 Q1	$266K	Hold
2022 Q4	$202K	Hold
2022 Q3	$214K	Hold
2022 Q2	$231K	Buy
2022 Q1	–	Sell
2021 Q4	$388K	Buy