Concord Wealth Partners’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 | $119 | Hold |
8
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $108 | Hold |
8
| – | – | ﹤0.01% | 788 |
|
|
2024
Q4 | $116 | Hold |
8
| – | – | ﹤0.01% | 898 |
|
|
2024
Q3 | $114 | Hold |
8
| – | – | ﹤0.01% | 933 |
|
|
2024
Q2 | $107 | Hold |
8
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $112 | Buy |
+8
| New | +$112 | ﹤0.01% | 834 |
|