Joel Isaacson & Co’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 | $492K | Hold |
4,165
| – | – | 0.02% | 258 |
|
|
2025
Q1 | $424K | Sell |
4,165
-286
| -6% | -$29.1K | 0.02% | 262 |
|
|
2024
Q4 | $484K | Sell |
4,451
-221
| -5% | -$24.1K | 0.02% | 234 |
|
|
2024
Q3 | $485K | Hold |
4,672
| – | – | 0.02% | 222 |
|
|
2024
Q2 | $464K | Hold |
4,672
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $435K | Hold |
4,672
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $396K | Hold |
4,672
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $357K | Hold |
4,672
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $366K | Hold |
4,672
| – | – | 0.02% | 227 |
|
|
2023
Q1 | $338K | Buy |
+4,672
| New | +$338K | 0.02% | 238 |
|