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Kathleen S. Wright Associates’s SoFi Select 500 ETF SFY Stock Holding History

Kathleen S. Wright Associates’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.79K Hold
49
– – ﹤0.01% 230
2025
Q1 		$4.99K Buy
+49
New +$4.99K ﹤0.01% 236