Sound Income Strategies’s SOBR Safe SOBR Stock Holding History

Sound Income Strategies’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	-1	Closed	-$41	–	1538
2024 Q3	$41	Hold	1	–	–	﹤0.01%	1372
2024 Q2	$103	Hold	1	–	–	﹤0.01%	1331
2024 Q1	$288	Hold	1	–	–	﹤0.01%	1274
2023 Q4	$316	Hold	1	–	–	﹤0.01%	1253
2023 Q3	$772	Hold	1	–	–	﹤0.01%	1027
2023 Q2	$1.19K	Hold	1	–	–	﹤0.01%	951
2023 Q1	$1.56K	Buy	+1	New	+$1.97K	﹤0.01%	875

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 $231M AUM 20.96% 1-Year Est. Return

Sound Income Strategies's SOBR Position: Q4 2024 in Review

Sound Income Strategies sold out of SOBR Safe (SOBR) in Q4 2024, closing a stake of 1 share — an estimated $41 sold.

Sound Income Strategies first reported a position in SOBR in Q1 2023 and held it in 7 quarters. The position peaked at $1.56K in Q1 2023. 7 funds tracked by Wall St. Rank hold SOBR as of Q4 2024.

Sound Income Strategies reported no remaining SOBR Safe position as of Q4 2024 after selling out during the quarter.
Sound Income Strategies sold 1 SOBR Safe share in Q4 2024, an estimated $41.
Sound Income Strategies first reported a position in SOBR Safe in Q1 2023 and held it in 7 quarters.
Sound Income Strategies's SOBR Safe position peaked at $1.56K in Q1 2023.
7 funds tracked by Wall St. Rank held SOBR Safe as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.