Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $34.8K | Hold |
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|
2025
Q3 | $34.4K | Sell |
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|
2025
Q2 | $33.5K | Sell |
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|
2025
Q1 | $35.8K | Sell |
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|
2024
Q4 | $39K | Buy |
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|
2024
Q3 | $33.2K | Buy |
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|
2024
Q2 | $10.5K | Buy |
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|
2024
Q1 | $2.89K | Sell |
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|
2023
Q4 | $2.66K | Sell |
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|
2023
Q3 | $3.12K | Buy |
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|
2023
Q2 | $783 | Buy |
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|
2023
Q1 | $264 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Buy |
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