AE Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.6K | Hold |
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|
2025
Q2 | $39K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $622K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $218K | Buy |
|