AssetMark Inc’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 | $297K | Buy |
2,517
+1,693
| +205% | +$200K | ﹤0.01% | 1133 |
|
|
2025
Q1 | $84K | Buy |
824
+570
| +224% | +$58.1K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $27.6K | Buy |
+254
| New | +$27.6K | ﹤0.01% | 1577 |
|
|
2024
Q3 | – | Sell |
-2,221
| Closed | -$221K | – | 2349 |
|
|
2024
Q2 | $221K | Buy |
2,221
+806
| +57% | +$80K | ﹤0.01% | 976 |
|
|
2024
Q1 | $132K | Buy |
1,415
+328
| +30% | +$30.6K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $92K | Sell |
1,087
-756
| -41% | -$64K | ﹤0.01% | 1057 |
|
|
2023
Q3 | $141K | Buy |
+1,843
| New | +$141K | ﹤0.01% | 931 |
|