IFP Advisors’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 | $6.73K | Sell |
57
-527
| -90% | -$62.3K | ﹤0.01% | 3163 |
|
|
2025
Q1 | $59.5K | Hold |
584
| – | – | ﹤0.01% | 1813 |
|
|
2024
Q4 | $63.6K | Sell |
584
-1
| -0.2% | -$109 | ﹤0.01% | 1704 |
|
|
2024
Q3 | $60.7K | Sell |
585
-7
| -1% | -$727 | ﹤0.01% | 1639 |
|
|
2024
Q2 | $58.8K | Buy |
592
+528
| +825% | +$52.4K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $5.99K | Hold |
64
| – | – | ﹤0.01% | 2407 |
|
|
2023
Q4 | $5.44K | Hold |
64
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q3 | $4.91K | Hold |
64
| – | – | ﹤0.01% | 2504 |
|
|
2023
Q2 | $5.03K | Hold |
64
| – | – | ﹤0.01% | 2542 |
|
|
2023
Q1 | $3.22K | Hold |
64
| – | – | ﹤0.01% | 2739 |
|
|
2022
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 3931 |
|
|
2022
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 4153 |
|
|
2022
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 3916 |
|
|
2022
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 3916 |
|
|
2021
Q4 | $6K | Buy |
64
+60
| +1,500% | +$5.63K | ﹤0.01% | 2388 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 3054 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4166 |
|