Northwestern Mutual Wealth Management’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
Q1 | – | Sell |
-50
| Closed | -$727 | – | 3917 |
|
|
2024
Q4 | $727 | Hold |
50
| – | – | ﹤0.01% | 3339 |
|
|
2024
Q3 | $713 | Sell |
50
-20
| -29% | -$285 | ﹤0.01% | 3296 |
|
|
2024
Q2 | $933 | Buy |
70
+50
| +250% | +$666 | ﹤0.01% | 3220 |
|
|
2024
Q1 | $279 | Buy |
+20
| New | +$279 | ﹤0.01% | 3368 |
|
|
2023
Q4 | – | Sell |
-72
| Closed | -$847 | – | 3658 |
|
|
2023
Q3 | $847 | Buy |
+72
| New | +$847 | ﹤0.01% | 3062 |
|
|
2023
Q1 | – | Sell |
-92
| Closed | -$1.02K | – | 3563 |
|
|
2022
Q4 | $1.02K | Buy |
92
+91
| +9,100% | +$1K | ﹤0.01% | 3043 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3360 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3439 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3367 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3312 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3193 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3141 |
|