AE Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
+330
| New | +$39K | ﹤0.01% | 1648 |
|
|
2024
Q1 | – | Sell |
-30,430
| Closed | -$2.63M | – | 1833 |
|
|
2023
Q4 | $2.63M | Sell |
30,430
-496
| -2% | -$42.9K | 0.01% | 812 |
|
|
2023
Q3 | $2.36M | Sell |
30,926
-214
| -0.7% | -$16.4K | 0.01% | 790 |
|
|
2023
Q2 | $2.44M | Sell |
31,140
-257
| -0.8% | -$20.1K | 0.01% | 781 |
|
|
2023
Q1 | $2.27M | Buy |
31,397
+165
| +0.5% | +$11.9K | 0.01% | 751 |
|
|
2022
Q4 | $2.08M | Buy |
31,232
+2,092
| +7% | +$139K | 0.02% | 731 |
|
|
2022
Q3 | $1.86M | Buy |
29,140
+11,430
| +65% | +$728K | 0.01% | 723 |
|
|
2022
Q2 | $1.17M | Buy |
17,710
+10,854
| +158% | +$715K | 0.01% | 835 |
|
|
2022
Q1 | $561K | Sell |
6,856
-252
| -4% | -$20.6K | ﹤0.01% | 1179 |
|
|
2021
Q4 | $622K | Buy |
7,108
+3,205
| +82% | +$280K | ﹤0.01% | 1171 |
|
|
2021
Q3 | $312K | Buy |
3,903
+1,151
| +42% | +$92K | ﹤0.01% | 1349 |
|
|
2021
Q2 | $218K | Buy |
+2,752
| New | +$218K | ﹤0.01% | 1466 |
|