Morgan Stanley’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 | $4.09K | Buy |
274
+1
| +0.4% | +$15 | ﹤0.01% | 7084 |
|
|
2025
Q1 | $3.7K | Sell |
273
-1
| -0.4% | -$14 | ﹤0.01% | 7061 |
|
|
2024
Q4 | $3.96K | Sell |
274
-3
| -1% | -$43 | ﹤0.01% | 7068 |
|
|
2024
Q3 | $3.96K | Buy |
277
+110
| +66% | +$1.57K | ﹤0.01% | 6978 |
|
|
2024
Q2 | $2.23K | Buy |
167
+48
| +40% | +$641 | ﹤0.01% | 7045 |
|
|
2024
Q1 | $1.66K | Sell |
119
-111
| -48% | -$1.55K | ﹤0.01% | 7097 |
|
|
2023
Q4 | $2.95K | Buy |
230
+44
| +24% | +$565 | ﹤0.01% | 7090 |
|
|
2023
Q3 | $2.19K | Buy |
186
+72
| +63% | +$847 | ﹤0.01% | 7113 |
|
|
2023
Q2 | $1.39K | Hold |
114
| – | – | ﹤0.01% | 7249 |
|
|
2023
Q1 | $1.31K | Hold |
114
| – | – | ﹤0.01% | 7315 |
|
|
2022
Q4 | $1.26K | Hold |
114
| – | – | ﹤0.01% | 7439 |
|
|
2022
Q3 | $1K | Hold |
114
| – | – | ﹤0.01% | 7598 |
|
|
2022
Q2 | $1K | Hold |
114
| – | – | ﹤0.01% | 7701 |
|
|
2022
Q1 | $2K | Sell |
114
-714
| -86% | -$12.5K | ﹤0.01% | 7758 |
|
|
2021
Q4 | $12K | Buy |
+828
| New | +$12K | ﹤0.01% | 7418 |
|
|
2021
Q2 | – | Sell |
-72
| Closed | -$1K | – | 7794 |
|
|
2021
Q1 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 7373 |
|