Morgan Stanley’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 | $179K | Buy |
1,514
+3
| +0.2% | +$355 | ﹤0.01% | 5896 |
|
|
2025
Q1 | $154K | Sell |
1,511
-59
| -4% | -$6.02K | ﹤0.01% | 5840 |
|
|
2024
Q4 | $171K | Buy |
1,570
+368
| +31% | +$40.1K | ﹤0.01% | 5849 |
|
|
2024
Q3 | $125K | Buy |
1,202
+104
| +9% | +$10.8K | ﹤0.01% | 5913 |
|
|
2024
Q2 | $109K | Buy |
1,098
+488
| +80% | +$48.5K | ﹤0.01% | 5932 |
|
|
2024
Q1 | $56.8K | Sell |
610
-436
| -42% | -$40.6K | ﹤0.01% | 6165 |
|
|
2023
Q4 | $88.6K | Sell |
1,046
-1,502
| -59% | -$127K | ﹤0.01% | 6204 |
|
|
2023
Q3 | $195K | Buy |
2,548
+2,170
| +574% | +$166K | ﹤0.01% | 5582 |
|
|
2023
Q2 | $29.6K | Hold |
378
| – | – | ﹤0.01% | 6416 |
|
|
2023
Q1 | $27.3K | Sell |
378
-100
| -21% | -$7.23K | ﹤0.01% | 6513 |
|
|
2022
Q4 | $31.8K | Hold |
478
| – | – | ﹤0.01% | 6484 |
|
|
2022
Q3 | $30K | Buy |
478
+201
| +73% | +$12.6K | ﹤0.01% | 6624 |
|
|
2022
Q2 | $18K | Sell |
277
-1,000
| -78% | -$65K | ﹤0.01% | 7030 |
|
|
2022
Q1 | $105K | Sell |
1,277
-82
| -6% | -$6.74K | ﹤0.01% | 6274 |
|
|
2021
Q4 | $119K | Buy |
+1,359
| New | +$119K | ﹤0.01% | 6340 |
|
|
2021
Q2 | – | Sell |
-111
| Closed | -$8K | – | 7793 |
|
|
2021
Q1 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 7011 |
|