SkyOak Wealth’s SOBR Safe SOBR Stock Holding History

SkyOak Wealth’s Portfolio SOBR Stock Details SOBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-31	Closed	-$2.01K	–	279
2024 Q3	$2.01K	Hold	31	–	–	﹤0.01%	241
2024 Q2	$5.07K	Hold	31	–	–	﹤0.01%	244
2024 Q1	$14.1K	Buy	31 +9	+41%	+$5.37K	﹤0.01%	246
2023 Q4	$11K	Hold	22	–	–	﹤0.01%	239
2023 Q3	$26.9K	Hold	22	–	–	0.01%	231
2023 Q2	$41.6K	Buy	+22	New	+$44.8K	0.01%	234

Other funds holding SOBR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

SkyOak Wealth's SOBR Position: Q4 2024 in Review

SkyOak Wealth sold out of SOBR Safe (SOBR) in Q4 2024, closing a stake of 31 shares — an estimated $2.01K sold.

SkyOak Wealth first reported a position in SOBR in Q2 2023 and held it in 6 quarters. The position peaked at $41.6K in Q2 2023. 7 funds tracked by Wall St. Rank hold SOBR as of Q4 2024.

SkyOak Wealth reported no remaining SOBR Safe position as of Q4 2024 after selling out during the quarter.
SkyOak Wealth sold 31 SOBR Safe shares in Q4 2024, an estimated $2.01K.
SkyOak Wealth first reported a position in SOBR Safe in Q2 2023 and held it in 6 quarters.
SkyOak Wealth's SOBR Safe position peaked at $41.6K in Q2 2023.
7 funds tracked by Wall St. Rank held SOBR Safe as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.