CVA Family Office’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 | $10.1K | Hold |
675
| – | – | ﹤0.01% | 798 |
|
|
2025
Q1 | $9.13K | Sell |
675
-115
| -15% | -$1.56K | ﹤0.01% | 809 |
|
|
2024
Q4 | $11.4K | Hold |
790
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $11.3K | Hold |
790
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $10.5K | Hold |
790
| – | – | ﹤0.01% | 736 |
|
|
2024
Q1 | $11K | Hold |
790
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $10.1K | Buy |
+790
| New | +$10.1K | ﹤0.01% | 723 |
|