Northwestern Mutual Wealth Management’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 | $1.74M | Buy |
14,741
+907
| +7% | +$107K | ﹤0.01% | 983 |
|
|
2025
Q1 | $1.41M | Sell |
13,834
-1,616
| -10% | -$165K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $1.68M | Buy |
15,450
+14,896
| +2,689% | +$1.62M | ﹤0.01% | 905 |
|
|
2024
Q3 | $57.6K | Sell |
554
-15
| -3% | -$1.56K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $56.5K | Buy |
569
+67
| +13% | +$6.66K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $46.8K | Buy |
502
+20
| +4% | +$1.86K | ﹤0.01% | 2105 |
|
|
2023
Q4 | $40.9K | Sell |
482
-85
| -15% | -$7.2K | ﹤0.01% | 2126 |
|
|
2023
Q3 | $43.3K | Buy |
567
+97
| +21% | +$7.41K | ﹤0.01% | 2019 |
|
|
2023
Q2 | $36.8K | Buy |
470
+11
| +2% | +$861 | ﹤0.01% | 2101 |
|
|
2023
Q1 | $33.2K | Sell |
459
-72
| -14% | -$5.2K | ﹤0.01% | 2087 |
|
|
2022
Q4 | $35.3K | Buy |
531
+129
| +32% | +$8.57K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $25K | Buy |
402
+5
| +1% | +$311 | ﹤0.01% | 2125 |
|
|
2022
Q2 | $26K | Sell |
397
-5
| -1% | -$327 | ﹤0.01% | 2139 |
|
|
2022
Q1 | $33K | Buy |
402
+27
| +7% | +$2.22K | ﹤0.01% | 2112 |
|
|
2021
Q4 | $33K | Buy |
375
+373
| +18,650% | +$32.8K | ﹤0.01% | 2136 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3192 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3140 |
|