Annapolis Financial Services’s SoFi Next 500 ETF SFYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$757 Hold
2024
Q2
$707 Hold
2024
Q1
$740 Hold
2023
Q4
$678 Hold
2023
Q3
$624 Hold
2023
Q2
$647 Hold
2023
Q1
$609 Hold
2022
Q4
$585 Hold
2022
Q3
$1K Buy