Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 6923 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7460 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7449 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7461 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7462 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7395 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7221 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7045 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6801 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6812 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6631 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6567 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6444 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6377 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6181 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5970 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5766 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5600 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5387 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5249 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5207 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5133 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4950 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5050 |
|