A detailed history of Caliber Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 38,344 shares of SOFI stock, worth $599,316. This represents 0.15% of its overall portfolio holdings.

Number of Shares
38,344
Previous 43,851 12.56%
Holding current value
$599,316
Previous $436,000 36.01%
% of portfolio
0.15%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$6.92 - $9.65 $38,108 - $53,142
-5,507 Reduced 12.56%
38,344 $279,000
Q2 2022

Jul 12, 2022

BUY
$5.25 - $9.77 $230,217 - $428,424
43,851 New
43,851 $231,000
Q1 2022

Apr 14, 2022

SELL
$7.93 - $15.68 $233,078 - $460,866
-29,392 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$14.27 - $23.29 $419,423 - $684,539
29,392 New
29,392 $388,000

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.5B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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