Morgan Stanley’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
Q2 | $179K | Buy |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $171K | Buy |
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|
2024
Q3 | $125K | Buy |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $56.8K | Sell |
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|
2023
Q4 | $88.6K | Sell |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $29.6K | Hold |
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|
2023
Q1 | $27.3K | Sell |
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|
2022
Q4 | $31.8K | Hold |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8K | Buy |
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