Bank of America’s SoFi Next 500 ETF SFYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.6K Sell
2,450
-41,877
-94% -$625K ﹤0.01% 5896
2025
Q1
$600K Buy
44,327
+44,163
+26,929% +$598K ﹤0.01% 4645
2024
Q4
$2.37K Buy
+164
New +$2.37K ﹤0.01% 6260
2024
Q2
Sell
-53
Closed -$740 7362
2024
Q1
$740 Buy
+53
New +$740 ﹤0.01% 6342
2022
Q1
Sell
-405
Closed -$6K 7673
2021
Q4
$6K Sell
405
-24
-6% -$356 ﹤0.01% 6922
2021
Q3
$6K Buy
+429
New +$6K ﹤0.01% 6790