Caitlin John’s SoFi Social 50 ETF SFYF Stock Holding History

Caitlin John’s Portfolio SFYF Stock Details SFYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-677	Closed	-$29.2K	–	663
2024 Q4	$29.2K	Buy	677 +1	+0.1%	+$41	0.02%	313
2024 Q3	$28.5K	Buy	+676	New	+$24.1K	0.02%	331

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Transce3nd Kyle, Texas $11.3M AUM 16.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caitlin John's SFYF Position: Q1 2025 in Review

Caitlin John sold out of SoFi Social 50 ETF (SFYF) in Q1 2025, closing a stake of 677 shares — an estimated $29.2K sold.

Caitlin John first reported a position in SFYF in Q3 2024 and held it in 2 quarters. The position peaked at $29.2K in Q4 2024. 3 funds tracked by Wall St. Rank hold SFYF as of Q1 2025.

Caitlin John reported no remaining SoFi Social 50 ETF position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 677 SoFi Social 50 ETF shares in Q1 2025, an estimated $29.2K.
Caitlin John first reported a position in SoFi Social 50 ETF in Q3 2024 and held it in 2 quarters.
Caitlin John's SoFi Social 50 ETF position peaked at $29.2K in Q4 2024.
3 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.