Centric 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 | $1.14M | Sell |
9,284
-205
| -2% | -$25.2K | 0.27% | 82 |
|
|
2025
Q1 | $967K | Sell |
9,489
-196
| -2% | -$20K | 0.25% | 87 |
|
|
2024
Q4 | $1.05M | Buy |
9,685
+7,894
| +441% | +$859K | 0.28% | 84 |
|
|
2024
Q3 | $988K | Sell |
1,791
-6,897
| -79% | -$3.8M | 0.26% | 82 |
|
|
2024
Q2 | $850K | Sell |
8,688
-148
| -2% | -$14.5K | 0.24% | 76 |
|
|
2024
Q1 | $790K | Sell |
8,836
-107
| -1% | -$9.57K | 0.25% | 76 |
|
|
2023
Q4 | $780K | Buy |
+8,943
| New | +$780K | 0.26% | 72 |
|