Sofi Technologies shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $280k | 38k | 7.30 |
| 2023-12-31 | $436k | 44k | 9.95 |
| 2023-09-30 | $350k | 44k | 7.99 |
| 2023-06-30 | $366k | 44k | 8.34 |
| 2023-03-31 | $266k | 44k | 6.07 |
| 2022-12-31 | $202k | 44k | 4.61 |
| 2022-09-30 | $214k | 44k | 4.88 |
| 2022-06-30 | $231k | 44k | 5.27 |
| 2021-12-31 | $388k | 29k | 13.20 |