Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q1 2024 holdings
- Shares (Q1 2024)
- 38,344
- Value
- $279.9K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 38,344 | $279.9K | 0.1% | −5,507−12.6% | Reduced | Holders |
| Q4 2023 | 43,851 | $436.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2023 | 43,851 | $350.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 43,851 | $365.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 43,851 | $266.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 43,851 | $202.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 43,851 | $214.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 43,851 | $231.0K | 0.2% | +43,851 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −29,392−100.0% | Sold out | Holders |
| Q4 2021 | 29,392 | $388.0K | 0.3% | +29,392 | New | Holders |