Concord Wealth Partners’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 | $20K | Hold |
169
| – | – | ﹤0.01% | 460 |
|
|
2025
Q1 | $17.2K | Hold |
169
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $18.4K | Hold |
169
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $17.6K | Hold |
169
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $16.8K | Hold |
169
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $15.8K | Buy |
+169
| New | +$15.8K | ﹤0.01% | 519 |
|