Fidelity Investments’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 | $33.5K | Sell |
2,246
-401
| -15% | -$5.98K | ﹤0.01% | 4082 |
|
|
2025
Q1 | $35.8K | Sell |
2,647
-55
| -2% | -$744 | ﹤0.01% | 3998 |
|
|
2024
Q4 | $39K | Buy |
2,702
+378
| +16% | +$5.46K | ﹤0.01% | 3951 |
|
|
2024
Q3 | $33.2K | Buy |
2,324
+1,533
| +194% | +$21.9K | ﹤0.01% | 3953 |
|
|
2024
Q2 | $10.5K | Buy |
791
+584
| +282% | +$7.78K | ﹤0.01% | 4309 |
|
|
2024
Q1 | $2.89K | Sell |
207
-1
| -0.5% | -$14 | ﹤0.01% | 4628 |
|
|
2023
Q4 | $2.66K | Sell |
208
-57
| -22% | -$728 | ﹤0.01% | 4591 |
|
|
2023
Q3 | $3.12K | Buy |
265
+201
| +314% | +$2.36K | ﹤0.01% | 4442 |
|
|
2023
Q2 | $783 | Buy |
64
+41
| +178% | +$502 | ﹤0.01% | 4750 |
|
|
2023
Q1 | $264 | Buy |
+23
| New | +$264 | ﹤0.01% | 4835 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 4950 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4797 |
|