Joel Isaacson & Co’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $538K | Hold |
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|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $484K | Sell |
|
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|
2024
Q3 | $485K | Hold |
|
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|
2024
Q2 | $464K | Hold |
|
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $338K | Buy |
|