Larson Financial Group’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403 | Hold |
27
| – | – | ﹤0.01% | 2889 |
|
|
2025
Q1 | $365 | Hold |
27
| – | – | ﹤0.01% | 2638 |
|
|
2024
Q4 | $390 | Hold |
27
| – | – | ﹤0.01% | 2258 |
|
|
2024
Q3 | $385 | Hold |
27
| – | – | ﹤0.01% | 2177 |
|
|
2024
Q2 | $360 | Hold |
27
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q1 | $377 | Hold |
27
| – | – | ﹤0.01% | 1578 |
|
|
2023
Q4 | $345 | Hold |
27
| – | – | ﹤0.01% | 1605 |
|
|
2023
Q3 | $318 | Hold |
27
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q2 | $329 | Hold |
27
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q1 | $310 | Hold |
27
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q4 | $298 | Hold |
27
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q2 | $0 | Hold |
27
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q1 | $0 | Hold |
27
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 939 |
|
|
2021
Q2 | $0 | Hold |
27
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $0 | Buy |
+27
| New | – | ﹤0.01% | 920 |
|