EverSource Wealth Advisors’s SoFi Next 500 ETF SFYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13K | Buy |
76
+1
| +1% | +$15 | ﹤0.01% | 3692 |
|
|
2025
Q1 | $1.02K | Hold |
75
| – | – | ﹤0.01% | 3222 |
|
|
2024
Q4 | $1.08K | Hold |
75
| – | – | ﹤0.01% | 2935 |
|
|
2024
Q3 | $1.07K | Hold |
75
| – | – | ﹤0.01% | 2711 |
|
|
2024
Q2 | $1.05K | Hold |
75
| – | – | ﹤0.01% | 2734 |
|
|
2024
Q1 | $991 | Buy |
+75
| New | +$991 | ﹤0.01% | 2585 |
|