EverSource Wealth Advisors’s SoFi Next 500 ETF SFYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13K Buy
2025
Q1
$1.01K Hold
2024
Q4
$1.08K Hold
2024
Q3
$1.07K Hold
2024
Q2
$1.05K Hold
2024
Q1
$991 Buy