Osaic Holdings’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 | $517K | Buy |
4,756
+4,575
| +2,528% | +$498K | ﹤0.01% | 2787 |
|
|
2025
Q1 | $18.4K | Sell |
181
-4,761
| -96% | -$485K | ﹤0.01% | 5380 |
|
|
2024
Q4 | $538K | Buy |
4,942
+676
| +16% | +$73.6K | ﹤0.01% | 2730 |
|
|
2024
Q3 | $443K | Buy |
4,266
+2,799
| +191% | +$291K | ﹤0.01% | 2991 |
|
|
2024
Q2 | $146K | Buy |
1,467
+598
| +69% | +$59.4K | ﹤0.01% | 3826 |
|
|
2024
Q1 | $80.9K | Buy |
869
+56
| +7% | +$5.22K | ﹤0.01% | 4383 |
|
|
2023
Q4 | $68.9K | Sell |
813
-4
| -0.5% | -$339 | ﹤0.01% | 4680 |
|
|
2023
Q3 | $62.5K | Buy |
817
+627
| +330% | +$47.9K | ﹤0.01% | 4826 |
|
|
2023
Q2 | $14.9K | Buy |
190
+60
| +46% | +$4.69K | ﹤0.01% | 5719 |
|
|
2023
Q1 | $9.38K | Buy |
130
+69
| +113% | +$4.98K | ﹤0.01% | 5976 |
|
|
2022
Q4 | $4K | Buy |
61
+27
| +79% | +$1.77K | ﹤0.01% | 6381 |
|
|
2022
Q3 | $2K | Sell |
34
-18
| -35% | -$1.06K | ﹤0.01% | 6742 |
|
|
2022
Q2 | $4K | Sell |
52
-5
| -9% | -$385 | ﹤0.01% | 6580 |
|
|
2022
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 6422 |
|