Fidelity Investments’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
4,643
+169
| +4% | +$20K | ﹤0.01% | 2928 |
|
|
2025
Q1 | $456K | Buy |
4,474
+376
| +9% | +$38.3K | ﹤0.01% | 2932 |
|
|
2024
Q4 | $446K | Buy |
4,098
+555
| +16% | +$60.4K | ﹤0.01% | 2973 |
|
|
2024
Q3 | $368K | Buy |
3,543
+1,826
| +106% | +$190K | ﹤0.01% | 2980 |
|
|
2024
Q2 | $171K | Buy |
1,717
+805
| +88% | +$79.9K | ﹤0.01% | 3080 |
|
|
2024
Q1 | $84.9K | Buy |
912
+9
| +1% | +$838 | ﹤0.01% | 3349 |
|
|
2023
Q4 | $76.5K | Buy |
903
+188
| +26% | +$15.9K | ﹤0.01% | 3326 |
|
|
2023
Q3 | $54.7K | Buy |
715
+315
| +79% | +$24.1K | ﹤0.01% | 3329 |
|
|
2023
Q2 | $31.4K | Buy |
400
+366
| +1,076% | +$28.7K | ﹤0.01% | 3660 |
|
|
2023
Q1 | $2.49K | Buy |
+34
| New | +$2.49K | ﹤0.01% | 4577 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4796 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4477 |
|